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Schechter Investment Advisors’s LG Display LPL Stock Holding History

Schechter Investment 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 		$61.5K Sell
19,769
-16,293
-45% -$53K 0.01% 588
2024
Q4 		$111K Buy
36,062
+16,254
+82% +$57.3K 0.01% 596
2024
Q3 		$80.2K Sell
19,808
-26,183
-57% -$108K 0.01% 616
2024
Q2 		$189K Buy
+45,991
New +$178K 0.01% 574
2024
Q1 		– Sell
-27,110
Closed -$131K – 681
2023
Q4 		$131K Buy
+27,110
New +$129K 0.01% 573
2023
Q3 		– Sell
-32,443
Closed -$197K – 659
2023
Q2 		$197K Buy
32,443
+3,774
+13% +$23K 0.02% 593
2023
Q1 		$183K Buy
28,669
+4,850
+20% +$27.5K 0.02% 628
2022
Q4 		$118K Buy
23,819
+6,638
+39% +$33.7K 0.01% 792
2022
Q3 		$70K Buy
17,181
+3,521
+26% +$19.9K 0.01% 910
2022
Q2 		$76K Buy
+13,660
New +$92.6K 0.01% 919
2022
Q1 		– Sell
-10,314
Closed -$104K – 951
2021
Q4 		$104K Buy
+10,314
New +$88.8K 0.01% 847

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

Schechter Investment Advisors's LPL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its LG Display (LPL) stake by 45% in Q1 2025, selling an estimated $53K and leaving 19,769 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #588.

Schechter Investment Advisors first reported a position in LPL in Q4 2021 and has held it in 11 quarters since. The position peaked at $197K in Q2 2023. 83 funds tracked by Wall St. Rank hold LPL as of Q1 2025.

  • Schechter Investment Advisors held 19,769 shares of LG Display worth $61.5K as of Q1 2025.
  • Schechter Investment Advisors sold 16,293 LG Display shares in Q1 2025, an estimated $53K.
  • LG Display made up 0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #588 holding.
  • Schechter Investment Advisors first reported a position in LG Display in Q4 2021 and has held it in 11 quarters since.
  • Schechter Investment Advisors's LG Display position peaked at $197K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held LG Display as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.