High Net Worth Advisory Group’s Universal Display OLED Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-100	Closed	-$10.8K	–	452
2022 Q4	$10.8K	Hold	100	–	–	﹤0.01%	493
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	547
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	534
2022 Q1	$17K	Hold	100	–	–	0.01%	475
2021 Q4	$17K	Buy	+100	New	+$16.5K	0.01%	483

Other funds holding OLED

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

BlackRock New York $5.72T AUM 30.48% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Net Worth Advisory Group's OLED Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Universal Display (OLED) in Q1 2023, closing a stake of 100 shares — an estimated $10.8K sold.

High Net Worth Advisory Group first reported a position in OLED in Q4 2021 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 390 funds tracked by Wall St. Rank hold OLED as of Q1 2023.

High Net Worth Advisory Group reported no remaining Universal Display position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 100 Universal Display shares in Q1 2023, an estimated $10.8K.
High Net Worth Advisory Group first reported a position in Universal Display in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Universal Display position peaked at $17K in Q1 2022.
390 funds tracked by Wall St. Rank held Universal Display as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.