Regent Peak Wealth Advisors’s LG Display LPL Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-274	Closed	-$2K	–	611
2020 Q4	$2K	Buy	+274	New	+$1.95K	﹤0.01%	826

Other funds holding LPL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Regent Peak Wealth Advisors's LPL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of LG Display (LPL) in Q1 2021, closing a stake of 274 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in LPL in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 99 funds tracked by Wall St. Rank hold LPL as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining LG Display position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 274 LG Display shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in LG Display in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's LG Display position peaked at $2K in Q4 2020.
99 funds tracked by Wall St. Rank held LG Display as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.