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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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. 190 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.
  • 190 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.