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Balboa Wealth Partners’s Universal Display OLED Stock Holding History

Balboa Wealth Partners’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
-1,408
Closed -$269K – 307
2023
Q4 		$269K Sell
1,408
-1,817
-56% -$300K 0.09% 176
2023
Q3 		$506K Sell
3,225
-5,444
-63% -$827K 0.19% 99
2023
Q2 		$1.25M Sell
8,669
-1,246
-13% -$179K 0.44% 37
2023
Q1 		$1.54M Buy
9,915
+74
+0.8% +$9.95K 0.58% 30
2022
Q4 		$1.06M Buy
9,841
+771
+9% +$80.9K 0.48% 49
2022
Q3 		$856K Buy
+9,070
New +$1M 0.38% 53

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

Balboa Wealth Partners's OLED Position: Q1 2024 in Review

Balboa Wealth Partners sold out of Universal Display (OLED) in Q1 2024, closing a stake of 1,408 shares — an estimated $269K sold.

Balboa Wealth Partners first reported a position in OLED in Q3 2022 and held it in 6 quarters. The position peaked at $1.54M in Q1 2023. 432 funds tracked by Wall St. Rank hold OLED as of Q1 2024.

  • Balboa Wealth Partners reported no remaining Universal Display position as of Q1 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,408 Universal Display shares in Q1 2024, an estimated $269K.
  • Balboa Wealth Partners first reported a position in Universal Display in Q3 2022 and held it in 6 quarters.
  • Balboa Wealth Partners's Universal Display position peaked at $1.54M in Q1 2023.
  • 432 funds tracked by Wall St. Rank held Universal Display as of Q1 2024.

Based on Balboa Wealth Partners's 13F filing for Q1 2024, filed 13 May 2024.