Global Wealth Management Investment Advisory’s Universal Display OLED Stock Holding History

Global Wealth Management Investment Advisory’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 Q4	–	Sell	-70	Closed	-$12K	–	490
2021 Q3	$12K	Hold	70	–	–	﹤0.01%	299
2021 Q2	$16K	Hold	70	–	–	0.01%	261
2021 Q1	$17K	Sell	70 -40	-36%	-$9.24K	0.01%	262
2020 Q4	$25K	Hold	110	–	–	0.01%	220
2020 Q3	$20K	Hold	110	–	–	0.01%	228
2020 Q2	$16K	Hold	110	–	–	0.01%	296
2020 Q1	$14K	Buy	+110	New	+$18.9K	0.01%	290

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

LCP

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's OLED Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of Universal Display (OLED) in Q4 2021, closing a stake of 70 shares — an estimated $12K sold.

Global Wealth Management Investment Advisory first reported a position in OLED in Q1 2020 and held it in 7 quarters. The position peaked at $25K in Q4 2020. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

Global Wealth Management Investment Advisory reported no remaining Universal Display position as of Q4 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 70 Universal Display shares in Q4 2021, an estimated $12K.
Global Wealth Management Investment Advisory first reported a position in Universal Display in Q1 2020 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Universal Display position peaked at $25K in Q4 2020.
425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.