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Rise Advisors’s LG Display LPL Stock Holding History

Rise 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
2025
Q1 		– Sell
-4,735
Closed -$14.5K – 1539
2024
Q4 		$14.5K Hold
4,735
– – 0.01% 841
2024
Q3 		$19.2K Hold
4,735
– – 0.01% 719
2024
Q2 		$19.5K Hold
4,735
– – 0.01% 654
2024
Q1 		$19.4K Buy
+4,735
New +$21.2K 0.01% 670

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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Rise Advisors's LPL Position: Q1 2025 in Review

Rise Advisors sold out of LG Display (LPL) in Q1 2025, closing a stake of 4,735 shares — an estimated $14.5K sold.

Rise Advisors first reported a position in LPL in Q1 2024 and held it in 4 quarters. The position peaked at $19.5K in Q2 2024. 83 funds tracked by Wall St. Rank hold LPL as of Q1 2025.

  • Rise Advisors reported no remaining LG Display position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 4,735 LG Display shares in Q1 2025, an estimated $14.5K.
  • Rise Advisors first reported a position in LG Display in Q1 2024 and held it in 4 quarters.
  • Rise Advisors's LG Display position peaked at $19.5K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held LG Display as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.