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Avior Wealth Management’s Universal Display OLED Stock Holding History

Avior 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
Q2 		– Sell
-65
Closed -$10.9K – 3245
2024
Q1 		$10.9K Buy
+65
New +$11.3K ﹤0.01% 1839
2018
Q3 		– Sell
-25
Closed -$2K – 757
2018
Q2 		$2K Hold
25
– – ﹤0.01% 716
2018
Q1 		$3K Buy
+25
New +$3.76K ﹤0.01% 669

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's OLED Position: Q2 2024 in Review

Avior Wealth Management sold out of Universal Display (OLED) in Q2 2024, closing a stake of 65 shares — an estimated $10.9K sold.

Avior Wealth Management first reported a position in OLED in Q1 2018 and held it in 3 quarters. The position peaked at $10.9K in Q1 2024. 460 funds tracked by Wall St. Rank hold OLED as of Q2 2024.

  • Avior Wealth Management reported no remaining Universal Display position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 65 Universal Display shares in Q2 2024, an estimated $10.9K.
  • Avior Wealth Management first reported a position in Universal Display in Q1 2018 and held it in 3 quarters.
  • Avior Wealth Management's Universal Display position peaked at $10.9K in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Universal Display as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.