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Glassman Wealth Services’s LG Display LPL Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-4,391
Closed -$21.2K – 1095
2023
Q4 		$21.2K Sell
4,391
-533
-11% -$2.54K ﹤0.01% 677
2023
Q3 		$24K Buy
4,924
+450
+10% +$2.37K ﹤0.01% 614
2023
Q2 		$27.1K Buy
4,474
+101
+2% +$615 ﹤0.01% 550
2023
Q1 		$27.9K Buy
4,373
+312
+8% +$1.77K ﹤0.01% 549
2022
Q4 		$20.1K Sell
4,061
-396
-9% -$2.01K ﹤0.01% 663
2022
Q3 		$18K Buy
4,457
+1,810
+68% +$10.2K ﹤0.01% 646
2022
Q2 		$15K Sell
2,647
-701
-21% -$4.75K ﹤0.01% 704
2022
Q1 		$28K Buy
3,348
+57
+2% +$485 0.01% 549
2021
Q4 		$33K Buy
3,291
+1,732
+111% +$14.9K 0.01% 471
2021
Q3 		$12K Buy
1,559
+325
+26% +$2.99K ﹤0.01% 726
2021
Q2 		$13K Sell
1,234
-217
-15% -$2.31K ﹤0.01% 688
2021
Q1 		$14K Hold
1,451
– – ﹤0.01% 633
2020
Q4 		$12K Buy
1,451
+280
+24% +$1.99K ﹤0.01% 676
2020
Q3 		$8K Buy
1,171
+439
+60% +$2.59K ﹤0.01% 673
2020
Q2 		$4K Buy
+732
New +$3.34K ﹤0.01% 683

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
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
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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Glassman Wealth Services's LPL Position: Q1 2024 in Review

Glassman Wealth Services sold out of LG Display (LPL) in Q1 2024, closing a stake of 4,391 shares — an estimated $21.2K sold.

Glassman Wealth Services first reported a position in LPL in Q2 2020 and held it in 15 quarters. The position peaked at $33K in Q4 2021. 91 funds tracked by Wall St. Rank hold LPL as of Q1 2024.

  • Glassman Wealth Services reported no remaining LG Display position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 4,391 LG Display shares in Q1 2024, an estimated $21.2K.
  • Glassman Wealth Services first reported a position in LG Display in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's LG Display position peaked at $33K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held LG Display as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.