TRUE Private Wealth Advisors’s Universal Display OLED Stock Holding History

TRUE Private 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	-500	Closed	-$114K	–	550
2020 Q4	$114K	Hold	500	–	–	0.02%	257
2020 Q3	$90K	Hold	500	–	–	0.02%	263
2020 Q2	$74K	Hold	500	–	–	0.01%	281
2020 Q1	$65K	Hold	500	–	–	0.01%	261
2019 Q4	$103K	Buy	+500	New	+$94.5K	0.02%	285
2019 Q3	–	Sell	-500	Closed	-$94K	–	567
2019 Q2	$94K	Buy	+500	New	+$83.2K	0.02%	271
2018 Q4	–	Sell	-500	Closed	-$59K	–	710
2018 Q3	$59K	Buy	+500	New	+$55K	0.01%	441

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

TRUE Private Wealth Advisors's OLED Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Universal Display (OLED) in Q1 2021, closing a stake of 500 shares — an estimated $114K sold.

TRUE Private Wealth Advisors first reported a position in OLED in Q3 2018 and held it in 7 quarters. The position peaked at $114K in Q4 2020. 451 funds tracked by Wall St. Rank hold OLED as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Universal Display position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 500 Universal Display shares in Q1 2021, an estimated $114K.
TRUE Private Wealth Advisors first reported a position in Universal Display in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Universal Display position peaked at $114K in Q4 2020.
451 funds tracked by Wall St. Rank held Universal Display as of Q1 2021.

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