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Liberty Wealth Management’s LG Display LPL Stock Holding History

Liberty 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
2021
Q3 		– Sell
-333
Closed -$4K – 1208
2021
Q2 		$4K Sell
333
-449
-57% -$4.79K ﹤0.01% 832
2021
Q1 		$7K Hold
782
– – ﹤0.01% 659
2020
Q4 		$7K Buy
+782
New +$5.57K ﹤0.01% 652

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Liberty Wealth Management's LPL Position: Q3 2021 in Review

Liberty Wealth Management sold out of LG Display (LPL) in Q3 2021, closing a stake of 333 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in LPL in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 83 funds tracked by Wall St. Rank hold LPL as of Q3 2021.

  • Liberty Wealth Management reported no remaining LG Display position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 333 LG Display shares in Q3 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in LG Display in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's LG Display position peaked at $7K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held LG Display as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.