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Key Financial Inc’s LG Display LPL Stock Holding History

Key Financial Inc’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
2023
Q4 		– Sell
-20
Closed -$98 – 1343
2023
Q3 		$98 Sell
20
-569
-97% -$3K ﹤0.01% 1317
2023
Q2 		$3.57K Buy
589
+569
+2,845% +$3.47K ﹤0.01% 1061
2023
Q1 		$128 Hold
20
– – ﹤0.01% 1140
2022
Q4 		$82 Hold
20
– – ﹤0.01% 1157
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1153
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1131
2022
Q1 		$0 Hold
20
– – ﹤0.01% 1088
2021
Q4 		$0 Hold
20
– – ﹤0.01% 981
2021
Q3 		$0 Hold
20
– – ﹤0.01% 935
2021
Q2 		$0 Hold
20
– – ﹤0.01% 875
2021
Q1 		$0 Buy
+20
New +$199 ﹤0.01% 785

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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 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
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Key Financial Inc's LPL Position: Q4 2023 in Review

Key Financial Inc sold out of LG Display (LPL) in Q4 2023, closing a stake of 20 shares — an estimated $98 sold.

Key Financial Inc first reported a position in LPL in Q1 2021 and held it in 11 quarters. The position peaked at $3.57K in Q2 2023. 90 funds tracked by Wall St. Rank hold LPL as of Q4 2023.

  • Key Financial Inc reported no remaining LG Display position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 20 LG Display shares in Q4 2023, an estimated $98.
  • Key Financial Inc first reported a position in LG Display in Q1 2021 and held it in 11 quarters.
  • Key Financial Inc's LG Display position peaked at $3.57K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held LG Display as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.