LPL Financial

LPL Financial’s Daqo New Energy DQ Stock Holding History

LPL Financial’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,381	Closed	-$292K	–	5048
2024 Q1	$292K	Sell	10,381 -1,660	-14%	-$37.1K	﹤0.01%	4223
2023 Q4	$320K	Buy	12,041 +691	+6%	+$17.6K	﹤0.01%	4040
2023 Q3	$344K	Buy	11,350 +3,859	+52%	+$138K	﹤0.01%	3795
2023 Q2	$297K	Sell	7,491 -164	-2%	-$6.84K	﹤0.01%	3859
2023 Q1	$359K	Buy	+7,655	New	+$352K	﹤0.01%	3605
2021 Q3	–	Sell	-7,004	Closed	-$455K	–	4349
2021 Q2	$455K	Sell	7,004 -12,297	-64%	-$884K	﹤0.01%	3253
2021 Q1	$1.46M	Buy	+19,301	New	+$1.77M	﹤0.01%	2082

Other funds holding DQ

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ariose Capital Management Central, Hong Kong, Hong Kong $149M AUM 287.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return