Ropes Wealth Advisors’s Universal Display OLED Stock Holding History

Ropes 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	-59	Closed	-$14K	–	609
2020 Q4	$14K	Buy	59 +1	+2%	+$214	﹤0.01%	514
2020 Q3	$10K	Hold	58	–	–	﹤0.01%	518
2020 Q2	$9K	Hold	58	–	–	﹤0.01%	454
2020 Q1	$8K	Sell	58 -91	-61%	-$15.7K	﹤0.01%	435
2019 Q4	$31K	Hold	149	–	–	0.01%	373
2019 Q3	$25K	Buy	+149	New	+$29.8K	0.01%	408
2019 Q1	–	Sell	-269	Closed	-$25K	–	529
2018 Q4	$25K	Buy	+269	New	+$27.1K	0.01%	361
2018 Q2	–	Sell	-100	Closed	-$10K	–	592
2018 Q1	$10K	Buy	+100	New	+$15K	﹤0.01%	460

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ropes Wealth Advisors's OLED Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Universal Display (OLED) in Q1 2021, closing a stake of 59 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in OLED in Q1 2018 and held it in 8 quarters. The position peaked at $31K in Q4 2019. 451 funds tracked by Wall St. Rank hold OLED as of Q1 2021.

Ropes Wealth Advisors reported no remaining Universal Display position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 59 Universal Display shares in Q1 2021, an estimated $14K.
Ropes Wealth Advisors first reported a position in Universal Display in Q1 2018 and held it in 8 quarters.
Ropes Wealth Advisors's Universal Display position peaked at $31K in Q4 2019.
451 funds tracked by Wall St. Rank held Universal Display as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.