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Drive Wealth Management’s LG Display LPL Stock Holding History

Drive 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
2024
Q3 		– Sell
-12,240
Closed -$50.4K – 339
2024
Q2 		$50.4K Buy
+12,240
New +$47.3K 0.01% 318
2024
Q1 		– Sell
-13,390
Closed -$64.5K – 334
2023
Q4 		$64.5K Buy
+13,390
New +$63.8K 0.02% 302
2023
Q3 		– Sell
-12,206
Closed -$74K – 297
2023
Q2 		$74K Sell
12,206
-287
-2% -$1.75K 0.03% 273
2023
Q1 		$79.7K Buy
12,493
+2,421
+24% +$13.8K 0.03% 281
2022
Q4 		$50K Buy
+10,072
New +$51.2K 0.03% 246

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

Drive Wealth Management's LPL Position: Q3 2024 in Review

Drive Wealth Management sold out of LG Display (LPL) in Q3 2024, closing a stake of 12,240 shares — an estimated $50.4K sold.

Drive Wealth Management first reported a position in LPL in Q4 2022 and held it in 5 quarters. The position peaked at $79.7K in Q1 2023. 85 funds tracked by Wall St. Rank hold LPL as of Q3 2024.

  • Drive Wealth Management reported no remaining LG Display position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 12,240 LG Display shares in Q3 2024, an estimated $50.4K.
  • Drive Wealth Management first reported a position in LG Display in Q4 2022 and held it in 5 quarters.
  • Drive Wealth Management's LG Display position peaked at $79.7K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held LG Display as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.