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TCI Wealth Advisors’s Universal Display OLED Stock Holding History

TCI 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
2023
Q2 		– Sell
-22
Closed -$3.41K – 1571
2023
Q1 		$3.41K Sell
22
-57
-72% -$7.66K ﹤0.01% 1779
2022
Q4 		$8.54K Buy
79
+55
+229% +$5.77K ﹤0.01% 1174
2022
Q3 		$2K Sell
24
-285
-92% -$31.5K ﹤0.01% 1963
2022
Q2 		$31K Buy
309
+303
+5,050% +$39K ﹤0.01% 504
2022
Q1 		$1K Hold
6
– – ﹤0.01% 2131
2021
Q4 		$1K Sell
6
-25
-81% -$4.12K ﹤0.01% 2219
2021
Q3 		$5K Sell
31
-4
-11% -$828 ﹤0.01% 1625
2021
Q2 		$8K Buy
35
+25
+250% +$5.48K ﹤0.01% 1124
2021
Q1 		$2K Hold
10
– – ﹤0.01% 1827
2020
Q4 		$2K Hold
10
– – ﹤0.01% 1247
2020
Q3 		$2K Sell
10
-34
-77% -$5.81K ﹤0.01% 1148
2020
Q2 		$7K Sell
44
-2
-4% -$294 ﹤0.01% 664
2020
Q1 		$6K Sell
46
-175
-79% -$30.1K ﹤0.01% 681
2019
Q4 		$46K Buy
221
+34
+18% +$6.42K 0.02% 401
2019
Q3 		$31K Hold
187
– – 0.01% 413
2019
Q2 		$35K Buy
187
+175
+1,458% +$29.1K 0.02% 373
2019
Q1 		$2K Hold
12
– – ﹤0.01% 1055
2018
Q4 		$1K Buy
+12
New +$1.21K ﹤0.01% 1273

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Wealth Advisors's OLED Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Universal Display (OLED) in Q2 2023, closing a stake of 22 shares — an estimated $3.41K sold.

TCI Wealth Advisors first reported a position in OLED in Q4 2018 and held it in 18 quarters. The position peaked at $46K in Q4 2019. 399 funds tracked by Wall St. Rank hold OLED as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Universal Display position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 22 Universal Display shares in Q2 2023, an estimated $3.41K.
  • TCI Wealth Advisors first reported a position in Universal Display in Q4 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's Universal Display position peaked at $46K in Q4 2019.
  • 399 funds tracked by Wall St. Rank held Universal Display as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.