IFG
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Independent Financial Group’s LG Display LPL Stock Holding History

Independent Financial Group’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
-11,200
Closed -$54K – 1040
2023
Q4 		$54K Hold
11,200
– – ﹤0.01% 937
2023
Q3 		$54.7K Hold
11,200
– – ﹤0.01% 884
2023
Q2 		$67.9K Hold
11,200
– – ﹤0.01% 860
2023
Q1 		$71.5K Hold
11,200
– – 0.01% 819
2022
Q4 		$55.6K Hold
11,200
– – ﹤0.01% 766
2022
Q3 		$45.7K Hold
11,200
– – ﹤0.01% 734
2022
Q2 		$62.5K Hold
11,200
– – 0.01% 696
2022
Q1 		$92.5K Buy
+11,200
New +$95.2K 0.01% 759

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

Independent Financial Group's LPL Position: Q1 2024 in Review

Independent Financial Group sold out of LG Display (LPL) in Q1 2024, closing a stake of 11,200 shares — an estimated $54K sold.

Independent Financial Group first reported a position in LPL in Q1 2022 and held it in 8 quarters. The position peaked at $92.5K in Q1 2022. 91 funds tracked by Wall St. Rank hold LPL as of Q1 2024.

  • Independent Financial Group reported no remaining LG Display position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 11,200 LG Display shares in Q1 2024, an estimated $54K.
  • Independent Financial Group first reported a position in LG Display in Q1 2022 and held it in 8 quarters.
  • Independent Financial Group's LG Display position peaked at $92.5K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held LG Display as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.