GI
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Gradient Investments’s LG Display LPL Stock Holding History

Gradient Investments’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
-197
Closed -$950 – 1576
2023
Q4 		$950 Hold
197
– – ﹤0.01% 1443
2023
Q3 		$961 Hold
197
– – ﹤0.01% 1393
2023
Q2 		$1.19K Buy
+197
New +$1.2K ﹤0.01% 1303

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

Gradient Investments's LPL Position: Q1 2024 in Review

Gradient Investments sold out of LG Display (LPL) in Q1 2024, closing a stake of 197 shares — an estimated $950 sold.

Gradient Investments first reported a position in LPL in Q2 2023 and held it in 3 quarters. The position peaked at $1.19K in Q2 2023. 91 funds tracked by Wall St. Rank hold LPL as of Q1 2024.

  • Gradient Investments reported no remaining LG Display position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 197 LG Display shares in Q1 2024, an estimated $950.
  • Gradient Investments first reported a position in LG Display in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's LG Display position peaked at $1.19K in Q2 2023.
  • 91 funds tracked by Wall St. Rank held LG Display as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.