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Primoris Wealth Advisors’s Universal Display OLED Stock Holding History

Primoris 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
2024
Q1 		– Sell
-20,268
Closed -$3.87M – 102
2023
Q4 		$3.87M Sell
20,268
-809
-4% -$134K 3.65% 6
2023
Q3 		$3.31M Buy
+21,077
New +$3.2M 4% 7

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Primoris Wealth Advisors's OLED Position: Q1 2024 in Review

Primoris Wealth Advisors sold out of Universal Display (OLED) in Q1 2024, closing a stake of 20,268 shares — an estimated $3.87M sold.

Primoris Wealth Advisors first reported a position in OLED in Q3 2023 and held it in 2 quarters. The position peaked at $3.87M in Q4 2023. 433 funds tracked by Wall St. Rank hold OLED as of Q1 2024.

  • Primoris Wealth Advisors reported no remaining Universal Display position as of Q1 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 20,268 Universal Display shares in Q1 2024, an estimated $3.87M.
  • Primoris Wealth Advisors first reported a position in Universal Display in Q3 2023 and held it in 2 quarters.
  • Primoris Wealth Advisors's Universal Display position peaked at $3.87M in Q4 2023.
  • 433 funds tracked by Wall St. Rank held Universal Display as of Q1 2024.

Based on Primoris Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.