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Avior Wealth Management’s LG Display LPL Stock Holding History

Avior Wealth Management’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-51,353
Closed -$199K – 851
2026
Q1 		$199K Buy
51,353
+31,630
+160% +$134K 0.01% 799
2025
Q4 		$83K Buy
19,723
+173
+0.9% +$808 ﹤0.01% 733
2025
Q3 		$102K Hold
19,550
– – ﹤0.01% 708
2025
Q2 		$66.9K Buy
+19,550
New +$60.4K ﹤0.01% 678
2025
Q1 		– Sell
-2,701
Closed -$8.29K – 1653
2024
Q4 		$8.29K Sell
2,701
-5,996
-69% -$21.1K ﹤0.01% 1684
2024
Q3 		$35.2K Sell
8,697
-4,799
-36% -$19.9K ﹤0.01% 1243
2024
Q2 		$55.6K Sell
13,496
-14,803
-52% -$57.2K ﹤0.01% 1052
2024
Q1 		$116K Buy
+28,299
New +$127K 0.01% 904
2018
Q3 		– Sell
-200
Closed -$2K – 754
2018
Q2 		$2K Hold
200
– – ﹤0.01% 714
2018
Q1 		$2K Hold
200
– – ﹤0.01% 692
2017
Q4 		$3K Buy
+200
New +$2.69K ﹤0.01% 679

Other funds holding LPL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Avior Wealth Management's LPL Position: Q2 2026 in Review

Avior Wealth Management sold out of LG Display (LPL) in Q2 2026, closing a stake of 51,353 shares — an estimated $199K sold.

Avior Wealth Management first reported a position in LPL in Q4 2017 and held it in 11 quarters. The position peaked at $199K in Q1 2026. 26 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • Avior Wealth Management reported no remaining LG Display position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 51,353 LG Display shares in Q2 2026, an estimated $199K.
  • Avior Wealth Management first reported a position in LG Display in Q4 2017 and held it in 11 quarters.
  • Avior Wealth Management's LG Display position peaked at $199K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.