AWAP
OLED icon

Alliance Wealth Advisors (Pennsylvania)’s Universal Display OLED Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
Q2 		– Sell
-2,000
Closed -$310K – 128
2023
Q1 		$310K Buy
+2,000
New +$269K 0.23% 88

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s OLED Position: Q2 2023 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Universal Display (OLED) in Q2 2023, closing a stake of 2,000 shares — an estimated $310K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in OLED in Q1 2023 and held it in 1 quarter. The position peaked at $310K in Q1 2023. 400 funds tracked by Wall St. Rank hold OLED as of Q2 2023.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining Universal Display position as of Q2 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 2,000 Universal Display shares in Q2 2023, an estimated $310K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Universal Display in Q1 2023 and held it in 1 quarter.
  • Alliance Wealth Advisors (Pennsylvania)'s Universal Display position peaked at $310K in Q1 2023.
  • 400 funds tracked by Wall St. Rank held Universal Display as of Q2 2023.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2023, filed 24 Jul 2023.