TFO Wealth Partners’s Universal Display OLED Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-2	Closed	-$288	–	1045
2023 Q3	$288	Buy	+2	New	+$304	﹤0.01%	675

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TFO Wealth Partners's OLED Position: Q4 2023 in Review

TFO Wealth Partners sold out of Universal Display (OLED) in Q4 2023, closing a stake of 2 shares — an estimated $288 sold.

TFO Wealth Partners first reported a position in OLED in Q3 2023 and held it in 1 quarter. The position peaked at $288 in Q3 2023. 452 funds tracked by Wall St. Rank hold OLED as of Q4 2023.

TFO Wealth Partners reported no remaining Universal Display position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 2 Universal Display shares in Q4 2023, an estimated $288.
TFO Wealth Partners first reported a position in Universal Display in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Universal Display position peaked at $288 in Q3 2023.
452 funds tracked by Wall St. Rank held Universal Display as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.