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Regent Peak Wealth Advisors’s Universal Display OLED Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-9
Closed -$2K – 716
2020
Q4 		$2K Buy
+9
New +$1.92K ﹤0.01% 835

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Regent Peak Wealth Advisors's OLED Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Universal Display (OLED) in Q1 2021, closing a stake of 9 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in OLED in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 451 funds tracked by Wall St. Rank hold OLED as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Universal Display position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 9 Universal Display shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Universal Display in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Universal Display position peaked at $2K in Q4 2020.
  • 451 funds tracked by Wall St. Rank held Universal Display as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.