AWM
OLED icon

Accurate Wealth Management’s Universal Display OLED Stock Holding History

Accurate 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
2023
Q1 		– Sell
-75
Closed -$9.38K – 1028
2022
Q4 		$9.38K Buy
+75
New +$7.87K ﹤0.01% 876

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's OLED Position: Q1 2023 in Review

Accurate Wealth Management sold out of Universal Display (OLED) in Q1 2023, closing a stake of 75 shares — an estimated $9.38K sold.

Accurate Wealth Management first reported a position in OLED in Q4 2022 and held it in 1 quarter. The position peaked at $9.38K in Q4 2022. 390 funds tracked by Wall St. Rank hold OLED as of Q1 2023.

  • Accurate Wealth Management reported no remaining Universal Display position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 75 Universal Display shares in Q1 2023, an estimated $9.38K.
  • Accurate Wealth Management first reported a position in Universal Display in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Universal Display position peaked at $9.38K in Q4 2022.
  • 390 funds tracked by Wall St. Rank held Universal Display as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.