GWA
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Guidant Wealth Advisors’s Universal Display OLED Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$92K Hold
550
– – 0.03% 145
2019
Q2 		$103K Hold
550
– – 0.04% 144
2019
Q1 		$84K Buy
+550
New +$68K 0.03% 151

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Guidant Wealth Advisors's OLED Position: Q3 2019 in Review

Guidant Wealth Advisors held its Universal Display (OLED) position steady in Q3 2019 at 550 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #145.

Guidant Wealth Advisors first reported a position in OLED in Q1 2019 and has held it in 3 quarters since. The position peaked at $103K in Q2 2019. 408 funds tracked by Wall St. Rank hold OLED as of Q3 2019.

  • Guidant Wealth Advisors held 550 shares of Universal Display worth $92K as of Q3 2019.
  • Guidant Wealth Advisors left its Universal Display share count unchanged in Q3 2019.
  • Universal Display made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #145 holding.
  • Guidant Wealth Advisors first reported a position in Universal Display in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's Universal Display position peaked at $103K in Q2 2019.
  • 408 funds tracked by Wall St. Rank held Universal Display as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.