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Capital Wealth Planning’s Universal Display OLED Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-1,234
Closed -$259K – 153
2024
Q2 		$259K Buy
+1,234
New +$217K ﹤0.01% 116

Other funds holding OLED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Wealth Planning's OLED Position: Q3 2024 in Review

Capital Wealth Planning sold out of Universal Display (OLED) in Q3 2024, closing a stake of 1,234 shares — an estimated $259K sold.

Capital Wealth Planning first reported a position in OLED in Q2 2024 and held it in 1 quarter. The position peaked at $259K in Q2 2024. 481 funds tracked by Wall St. Rank hold OLED as of Q3 2024.

  • Capital Wealth Planning reported no remaining Universal Display position as of Q3 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 1,234 Universal Display shares in Q3 2024, an estimated $259K.
  • Capital Wealth Planning first reported a position in Universal Display in Q2 2024 and held it in 1 quarter.
  • Capital Wealth Planning's Universal Display position peaked at $259K in Q2 2024.
  • 481 funds tracked by Wall St. Rank held Universal Display as of Q3 2024.

Based on Capital Wealth Planning's 13F filing for Q3 2024, filed 12 Nov 2024.