CFO
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CVA Family Office’s LG Display LPL Stock Holding History

CVA Family Office’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
-530
Closed -$4K – 950
2022
Q1 		$4K Hold
530
– – ﹤0.01% 798
2021
Q4 		$5K Buy
+530
New +$4.57K ﹤0.01% 750
2021
Q3 		– Sell
-530
Closed -$6K – 645
2021
Q2 		$6K Buy
+530
New +$5.65K ﹤0.01% 736

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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CVA Family Office's LPL Position: Q2 2022 in Review

CVA Family Office sold out of LG Display (LPL) in Q2 2022, closing a stake of 530 shares — an estimated $4K sold.

CVA Family Office first reported a position in LPL in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 81 funds tracked by Wall St. Rank hold LPL as of Q2 2022.

  • CVA Family Office reported no remaining LG Display position as of Q2 2022 after selling out during the quarter.
  • CVA Family Office sold 530 LG Display shares in Q2 2022, an estimated $4K.
  • CVA Family Office first reported a position in LG Display in Q2 2021 and held it in 3 quarters.
  • CVA Family Office's LG Display position peaked at $6K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held LG Display as of Q2 2022.

Based on CVA Family Office's 13F filing for Q2 2022, filed 11 Jul 2022.