FP
OLED icon

Fiduciary Planning’s Universal Display OLED Stock Holding History

Fiduciary 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
2021
Q2 		– Sell
-200
Closed -$47K – 200
2021
Q1 		$47K Hold
200
– – 0.07% 78
2020
Q4 		$46K Hold
200
– – 0.06% 83
2020
Q3 		$36K Buy
+200
New +$34.2K 0.06% 74

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Planning's OLED Position: Q2 2021 in Review

Fiduciary Planning sold out of Universal Display (OLED) in Q2 2021, closing a stake of 200 shares — an estimated $47K sold.

Fiduciary Planning first reported a position in OLED in Q3 2020 and held it in 3 quarters. The position peaked at $47K in Q1 2021. 439 funds tracked by Wall St. Rank hold OLED as of Q2 2021.

  • Fiduciary Planning reported no remaining Universal Display position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 200 Universal Display shares in Q2 2021, an estimated $47K.
  • Fiduciary Planning first reported a position in Universal Display in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Universal Display position peaked at $47K in Q1 2021.
  • 439 funds tracked by Wall St. Rank held Universal Display as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.