LPL Financial
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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

CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Ariose Capital Management Central, Hong Kong, Hong Kong $234M AUM 640.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPL Financial's DQ Position: Q2 2024 in Review

LPL Financial sold out of Daqo New Energy (DQ) in Q2 2024, closing a stake of 10,381 shares — an estimated $292K sold.

LPL Financial first reported a position in DQ in Q1 2021 and held it in 7 quarters. The position peaked at $1.46M in Q1 2021. 129 funds tracked by Wall St. Rank hold DQ as of Q2 2024.

  • LPL Financial reported no remaining Daqo New Energy position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 10,381 Daqo New Energy shares in Q2 2024, an estimated $292K.
  • LPL Financial first reported a position in Daqo New Energy in Q1 2021 and held it in 7 quarters.
  • LPL Financial's Daqo New Energy position peaked at $1.46M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.