CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s LG Display LPL Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-1,966
Closed -$11K – 3183
2022
Q2 		$11K Buy
+1,966
New +$13.3K ﹤0.01% 3699
2021
Q2 		– Sell
-185
Closed -$2K – 4594
2021
Q1 		$2K Hold
185
– – ﹤0.01% 4055
2020
Q4 		$2K Hold
185
– – ﹤0.01% 3129
2020
Q3 		$1K Hold
185
– – ﹤0.01% 2919
2020
Q2 		$1K Buy
+185
New +$844 ﹤0.01% 2720

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's LPL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of LG Display (LPL) in Q3 2022, closing a stake of 1,966 shares — an estimated $11K sold.

CAPTRUST Financial Advisors first reported a position in LPL in Q2 2020 and held it in 5 quarters. The position peaked at $11K in Q2 2022. 79 funds tracked by Wall St. Rank hold LPL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining LG Display position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,966 LG Display shares in Q3 2022, an estimated $11K.
  • CAPTRUST Financial Advisors first reported a position in LG Display in Q2 2020 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's LG Display position peaked at $11K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held LG Display as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.