MYIA
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Mount Yale Investment Advisors’s LG Display LPL Stock Holding History

Mount Yale Investment 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
2021
Q2 		– Sell
-43,354
Closed -$433K – 438
2021
Q1 		$433K Buy
43,354
+18,831
+77% +$188K 0.06% 274
2020
Q4 		$207K Buy
+24,523
New +$175K 0.03% 374

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mount Yale Investment Advisors's LPL Position: Q2 2021 in Review

Mount Yale Investment Advisors sold out of LG Display (LPL) in Q2 2021, closing a stake of 43,354 shares — an estimated $433K sold.

Mount Yale Investment Advisors first reported a position in LPL in Q4 2020 and held it in 2 quarters. The position peaked at $433K in Q1 2021. 89 funds tracked by Wall St. Rank hold LPL as of Q2 2021.

  • Mount Yale Investment Advisors reported no remaining LG Display position as of Q2 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 43,354 LG Display shares in Q2 2021, an estimated $433K.
  • Mount Yale Investment Advisors first reported a position in LG Display in Q4 2020 and held it in 2 quarters.
  • Mount Yale Investment Advisors's LG Display position peaked at $433K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held LG Display as of Q2 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.