WealthPLAN Partners’s Universal Display OLED Stock Holding History

WealthPLAN 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 Q3	–	Sell	-200	Closed	-$28.8K	–	868
2023 Q2	$28.8K	Hold	200	–	–	﹤0.01%	606
2023 Q1	$31K	Buy	+200	New	+$26.9K	﹤0.01%	638

Other funds holding OLED

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WealthPLAN Partners's OLED Position: Q3 2023 in Review

WealthPLAN Partners sold out of Universal Display (OLED) in Q3 2023, closing a stake of 200 shares — an estimated $28.8K sold.

WealthPLAN Partners first reported a position in OLED in Q1 2023 and held it in 2 quarters. The position peaked at $31K in Q1 2023. 399 funds tracked by Wall St. Rank hold OLED as of Q3 2023.

WealthPLAN Partners reported no remaining Universal Display position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 200 Universal Display shares in Q3 2023, an estimated $28.8K.
WealthPLAN Partners first reported a position in Universal Display in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Universal Display position peaked at $31K in Q1 2023.
399 funds tracked by Wall St. Rank held Universal Display as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.