Wealthcare Advisory Partners’s Universal Display OLED Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-61	Closed	-$15K	–	1429
2021 Q1	$15K	Buy	+61	New	+$14.1K	﹤0.01%	1322
2020 Q2	–	Sell	-1,027	Closed	-$135K	–	1041
2020 Q1	$135K	Buy	1,027 +1,002	+4,008%	+$172K	0.02%	326
2019 Q4	$5K	Hold	25	–	–	﹤0.01%	1110
2019 Q3	$4K	Buy	+25	New	+$5K	﹤0.01%	1116

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's OLED Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Universal Display (OLED) in Q2 2021, closing a stake of 61 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in OLED in Q3 2019 and held it in 4 quarters. The position peaked at $135K in Q1 2020. 439 funds tracked by Wall St. Rank hold OLED as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Universal Display position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 61 Universal Display shares in Q2 2021, an estimated $15K.
Wealthcare Advisory Partners first reported a position in Universal Display in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's Universal Display position peaked at $135K in Q1 2020.
439 funds tracked by Wall St. Rank held Universal Display as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.