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Concord Wealth Partners’s Universal Display OLED Stock Holding History

Concord 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
2022
Q3 		– Sell
-14
Closed -$1K – 812
2022
Q2 		$1K Buy
+14
New +$1.8K ﹤0.01% 1166

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State Street
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JP Morgan Chase
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's OLED Position: Q3 2022 in Review

Concord Wealth Partners sold out of Universal Display (OLED) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in OLED in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 374 funds tracked by Wall St. Rank hold OLED as of Q3 2022.

  • Concord Wealth Partners reported no remaining Universal Display position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 14 Universal Display shares in Q3 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Universal Display in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Universal Display position peaked at $1K in Q2 2022.
  • 374 funds tracked by Wall St. Rank held Universal Display as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.