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BDO Wealth Advisors’s Universal Display OLED Stock Holding History

BDO Wealth Advisors’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
2022
Q4 		– Sell
-100
Closed -$9K – 1062
2022
Q3 		$9K Hold
100
– – ﹤0.01% 731
2022
Q2 		$10K Hold
100
– – ﹤0.01% 686
2022
Q1 		$17K Hold
100
– – ﹤0.01% 625
2021
Q4 		$17K Hold
100
– – ﹤0.01% 654
2021
Q3 		$17K Hold
100
– – ﹤0.01% 646
2021
Q2 		$22K Hold
100
– – ﹤0.01% 605
2021
Q1 		$24K Buy
+100
New +$23.1K ﹤0.01% 585

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

BDO Wealth Advisors's OLED Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Universal Display (OLED) in Q4 2022, closing a stake of 100 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in OLED in Q1 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2021. 382 funds tracked by Wall St. Rank hold OLED as of Q4 2022.

  • BDO Wealth Advisors reported no remaining Universal Display position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 Universal Display shares in Q4 2022, an estimated $9K.
  • BDO Wealth Advisors first reported a position in Universal Display in Q1 2021 and held it in 7 quarters.
  • BDO Wealth Advisors's Universal Display position peaked at $24K in Q1 2021.
  • 382 funds tracked by Wall St. Rank held Universal Display as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.