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Patriot Financial Group Insurance Agency’s LG Display LPL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-52
Closed – – 1279
2022
Q2 		$0 Hold
52
– – ﹤0.01% 2113
2022
Q1 		$0 Sell
52
-112
-68% -$952 ﹤0.01% 2165
2021
Q4 		$2K Hold
164
– – ﹤0.01% 1948
2021
Q3 		$1K Hold
164
– – ﹤0.01% 2065
2021
Q2 		$2K Hold
164
– – ﹤0.01% 1884
2021
Q1 		$2K Hold
164
– – ﹤0.01% 1786
2020
Q4 		$1K Hold
164
– – ﹤0.01% 1769
2020
Q3 		$1K Sell
164
-66
-29% -$389 ﹤0.01% 1563
2020
Q2 		$1K Buy
230
+164
+248% +$748 ﹤0.01% 1533
2020
Q1 		$0 Buy
+66
New +$394 ﹤0.01% 1658

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LPL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of LG Display (LPL) in Q3 2022, closing a stake of 52 shares.

Patriot Financial Group Insurance Agency first reported a position in LPL in Q1 2020 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 80 funds tracked by Wall St. Rank hold LPL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining LG Display position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 52 LG Display shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in LG Display in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's LG Display position peaked at $2K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held LG Display as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.