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WealthStone’s LG Display LPL Stock Holding History

WealthStone’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 		$264K Buy
26,467
+4,959
+23% +$49.5K 0.09% 186
2020
Q4 		$182K Buy
21,508
+839
+4% +$5.97K 0.06% 228
2020
Q3 		$135K Buy
+20,669
New +$122K 0.06% 175
2019
Q3 		– Sell
-105
Closed -$813 – 358
2019
Q2 		$813 Buy
+105
New +$834 ﹤0.01% 717

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

WealthStone's LPL Position: Q1 2021 in Review

WealthStone increased its LG Display (LPL) stake by 23% in Q1 2021, buying an estimated $49.5K and bringing the position to 26,467 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #186.

WealthStone first reported a position in LPL in Q2 2019 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold LPL as of Q1 2021.

  • WealthStone held 26,467 shares of LG Display worth $264K as of Q1 2021.
  • WealthStone bought 4,959 LG Display shares in Q1 2021, an estimated $49.5K.
  • LG Display made up 0.09% of WealthStone's portfolio in Q1 2021, its #186 holding.
  • WealthStone first reported a position in LG Display in Q2 2019 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held LG Display as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.