Concourse Financial Group Securities’s LG Display LPL Stock Holding History

Concourse Financial Group Securities’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 Q2	–	Sell	-500	Closed	-$3.39K	–	2261
2022 Q1	$4K	Sell	500 -892	-64%	-$7.58K	﹤0.01%	1903
2021 Q4	$14K	Hold	1,392	–	–	﹤0.01%	1763
2021 Q3	$11K	Sell	1,392 -3,461	-71%	-$31.9K	﹤0.01%	1863
2021 Q2	$52K	Buy	4,853 +4,253	+709%	+$45.4K	﹤0.01%	1295
2021 Q1	$6K	Hold	600	–	–	﹤0.01%	1933
2020 Q4	$5K	Hold	600	–	–	﹤0.01%	1928
2020 Q3	$4K	Hold	600	–	–	﹤0.01%	1869
2020 Q2	$3K	Hold	600	–	–	﹤0.01%	1834
2020 Q1	$3K	Sell	600 -600	-50%	-$3.58K	﹤0.01%	1796
2019 Q4	$8K	Buy	+1,200	New	+$7.46K	﹤0.01%	1497
2019 Q3	–	Sell	-1,200	Closed	-$7.39K	–	1983
2019 Q2	$9K	Hold	1,200	–	–	﹤0.01%	1525
2019 Q1	$10K	Hold	1,200	–	–	﹤0.01%	1507
2018 Q4	$9K	Buy	1,200 +400	+50%	+$3.14K	﹤0.01%	1456
2018 Q3	$7K	Buy	+800	New	+$7.38K	﹤0.01%	1278

Other funds holding LPL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FTDI

First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concourse Financial Group Securities's LPL Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of LG Display (LPL) in Q2 2022, closing a stake of 500 shares — an estimated $3.39K sold.

Concourse Financial Group Securities first reported a position in LPL in Q3 2018 and held it in 14 quarters. The position peaked at $52K in Q2 2021. 82 funds tracked by Wall St. Rank hold LPL as of Q2 2022.

Concourse Financial Group Securities reported no remaining LG Display position as of Q2 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 500 LG Display shares in Q2 2022, an estimated $3.39K.
Concourse Financial Group Securities first reported a position in LG Display in Q3 2018 and held it in 14 quarters.
Concourse Financial Group Securities's LG Display position peaked at $52K in Q2 2021.
82 funds tracked by Wall St. Rank held LG Display as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.