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Spire Wealth Management’s LG Display LPL Stock Holding History

Spire 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
2024
Q3 		– Sell
-2,000
Closed -$8.24K – 2230
2024
Q2 		$8.24K Hold
2,000
– – ﹤0.01% 1694
2024
Q1 		$8.2K Buy
+2,000
New +$8.95K ﹤0.01% 1768

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Spire Wealth Management's LPL Position: Q3 2024 in Review

Spire Wealth Management sold out of LG Display (LPL) in Q3 2024, closing a stake of 2,000 shares — an estimated $8.24K sold.

Spire Wealth Management first reported a position in LPL in Q1 2024 and held it in 2 quarters. The position peaked at $8.24K in Q2 2024. 85 funds tracked by Wall St. Rank hold LPL as of Q3 2024.

  • Spire Wealth Management reported no remaining LG Display position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 2,000 LG Display shares in Q3 2024, an estimated $8.24K.
  • Spire Wealth Management first reported a position in LG Display in Q1 2024 and held it in 2 quarters.
  • Spire Wealth Management's LG Display position peaked at $8.24K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held LG Display as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.