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Baker Tilly Wealth Management’s Universal Display OLED Stock Holding History

Baker Tilly 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
2021
Q4 		– Sell
-3,236
Closed -$553K – 539
2021
Q3 		$553K Buy
+3,236
New +$670K 0.07% 293

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UBS AM
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Fidelity Investments
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LCP
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Macquarie Group
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Baker Tilly Wealth Management's OLED Position: Q4 2021 in Review

Baker Tilly Wealth Management sold out of Universal Display (OLED) in Q4 2021, closing a stake of 3,236 shares — an estimated $553K sold.

Baker Tilly Wealth Management first reported a position in OLED in Q3 2021 and held it in 1 quarter. The position peaked at $553K in Q3 2021. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

  • Baker Tilly Wealth Management reported no remaining Universal Display position as of Q4 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,236 Universal Display shares in Q4 2021, an estimated $553K.
  • Baker Tilly Wealth Management first reported a position in Universal Display in Q3 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Universal Display position peaked at $553K in Q3 2021.
  • 425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.