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MFA Wealth Advisors’s LG Display LPL Stock Holding History

MFA Wealth Advisors’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
Q3 		– Sell
-921
Closed -$3.79K – 524
2024
Q2 		$3.79K Buy
+921
New +$3.56K ﹤0.01% 411
2023
Q3 		– Sell
-59,808
Closed -$362K – 76
2023
Q2 		$362K Sell
59,808
-24,153
-29% -$147K 0.11% 64
2023
Q1 		$536K Buy
83,961
+55,274
+193% +$314K 0.18% 53
2022
Q4 		$142K Buy
28,687
+4,071
+17% +$20.7K 0.05% 62
2022
Q3 		$100K Buy
+24,616
New +$139K 0.04% 57

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
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
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
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

MFA Wealth Advisors's LPL Position: Q3 2024 in Review

MFA Wealth Advisors sold out of LG Display (LPL) in Q3 2024, closing a stake of 921 shares — an estimated $3.79K sold.

MFA Wealth Advisors first reported a position in LPL in Q3 2022 and held it in 5 quarters. The position peaked at $536K in Q1 2023. 85 funds tracked by Wall St. Rank hold LPL as of Q3 2024.

  • MFA Wealth Advisors reported no remaining LG Display position as of Q3 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 921 LG Display shares in Q3 2024, an estimated $3.79K.
  • MFA Wealth Advisors first reported a position in LG Display in Q3 2022 and held it in 5 quarters.
  • MFA Wealth Advisors's LG Display position peaked at $536K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held LG Display as of Q3 2024.

Based on MFA Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.