Ritholtz Wealth Management’s LG Display LPL Stock Holding History

Ritholtz Wealth Management’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
2023 Q4	–	Sell	-12,978	Closed	-$63.3K	–	777
2023 Q3	$63.3K	Sell	12,978 -23,873	-65%	-$126K	﹤0.01%	690
2023 Q2	$223K	Sell	36,851 -3,584	-9%	-$21.8K	0.01%	607
2023 Q1	$258K	Buy	40,435 +10,424	+35%	+$59.2K	0.01%	549
2022 Q4	$149K	Sell	30,011 -55,320	-65%	-$281K	0.01%	544
2022 Q3	$348K	Sell	85,331 -17,065	-17%	-$96.3K	0.02%	498
2022 Q2	$571K	Buy	102,396 +7,938	+8%	+$53.8K	0.04%	288
2022 Q1	$780K	Buy	94,458 +26,736	+39%	+$227K	0.05%	227
2021 Q4	$684K	Buy	67,722 +40,393	+148%	+$348K	0.04%	236
2021 Q3	$217K	Buy	+27,329	New	+$252K	0.02%	445

Other funds holding LPL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

FTDI

First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Ritholtz Wealth Management's LPL Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of LG Display (LPL) in Q4 2023, closing a stake of 12,978 shares — an estimated $63.3K sold.

Ritholtz Wealth Management first reported a position in LPL in Q3 2021 and held it in 9 quarters. The position peaked at $780K in Q1 2022. 90 funds tracked by Wall St. Rank hold LPL as of Q4 2023.

Ritholtz Wealth Management reported no remaining LG Display position as of Q4 2023 after selling out during the quarter.
Ritholtz Wealth Management sold 12,978 LG Display shares in Q4 2023, an estimated $63.3K.
Ritholtz Wealth Management first reported a position in LG Display in Q3 2021 and held it in 9 quarters.
Ritholtz Wealth Management's LG Display position peaked at $780K in Q1 2022.
90 funds tracked by Wall St. Rank held LG Display as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.