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Prestige Wealth Management Group’s LG Display LPL Stock Holding History

Prestige Wealth Management Group’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
2019
Q4 		– Sell
-334
Closed -$2K – 631
2019
Q3 		$2K Buy
+334
New +$2.06K ﹤0.01% 495
2019
Q1 		– Sell
-1,196
Closed -$10K – 859
2018
Q4 		$10K Buy
+1,196
New +$9.38K 0.01% 432

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prestige Wealth Management Group's LPL Position: Q4 2019 in Review

Prestige Wealth Management Group sold out of LG Display (LPL) in Q4 2019, closing a stake of 334 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in LPL in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 59 funds tracked by Wall St. Rank hold LPL as of Q4 2019.

  • Prestige Wealth Management Group reported no remaining LG Display position as of Q4 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 334 LG Display shares in Q4 2019, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in LG Display in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's LG Display position peaked at $10K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held LG Display as of Q4 2019.

Based on Prestige Wealth Management Group's 13F filing for Q4 2019, filed 28 Jan 2020.