Confluence Wealth Services’s Universal Display OLED Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-72	Closed	-$11K	–	867
2021 Q4	$11K	Buy	+72	New	+$11.9K	﹤0.01%	897

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

Confluence Wealth Services's OLED Position: Q1 2022 in Review

Confluence Wealth Services sold out of Universal Display (OLED) in Q1 2022, closing a stake of 72 shares — an estimated $11K sold.

Confluence Wealth Services first reported a position in OLED in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 405 funds tracked by Wall St. Rank hold OLED as of Q1 2022.

Confluence Wealth Services reported no remaining Universal Display position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 72 Universal Display shares in Q1 2022, an estimated $11K.
Confluence Wealth Services first reported a position in Universal Display in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Universal Display position peaked at $11K in Q4 2021.
405 funds tracked by Wall St. Rank held Universal Display as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.