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Able Wealth Management’s Universal Display OLED Stock Holding History

Able Wealth Management’s Portfolio OLED Stock Details OLED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$1.91K – 424
2023
Q4 		$1.91K Buy
+10
New +$1.65K ﹤0.01% 464

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Able Wealth Management's OLED Position: Q1 2024 in Review

Able Wealth Management sold out of Universal Display (OLED) in Q1 2024, closing a stake of 10 shares — an estimated $1.91K sold.

Able Wealth Management first reported a position in OLED in Q4 2023 and held it in 1 quarter. The position peaked at $1.91K in Q4 2023. 432 funds tracked by Wall St. Rank hold OLED as of Q1 2024.

  • Able Wealth Management reported no remaining Universal Display position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 10 Universal Display shares in Q1 2024, an estimated $1.91K.
  • Able Wealth Management first reported a position in Universal Display in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Universal Display position peaked at $1.91K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held Universal Display as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.