SFS
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Sowell Financial Services’s LG Display LPL Stock Holding History

Sowell Financial Services’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
-608
Closed -$5K – 3217
2020
Q4 		$5K Hold
608
– – ﹤0.01% 2279
2020
Q3 		$4K Buy
+608
New +$3.58K ﹤0.01% 2057

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Sowell Financial Services's LPL Position: Q1 2021 in Review

Sowell Financial Services sold out of LG Display (LPL) in Q1 2021, closing a stake of 608 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in LPL in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 100 funds tracked by Wall St. Rank hold LPL as of Q1 2021.

  • Sowell Financial Services reported no remaining LG Display position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 608 LG Display shares in Q1 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in LG Display in Q3 2020 and held it in 2 quarters.
  • Sowell Financial Services's LG Display position peaked at $5K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held LG Display as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.