WealthTrust Axiom’s Universal Display OLED Stock Holding History

WealthTrust Axiom’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 Q3	–	Sell	-1,075	Closed	-$239K	–	267
2021 Q2	$239K	Hold	1,075	–	–	0.08%	205
2021 Q1	$254K	Hold	1,075	–	–	0.09%	184
2020 Q4	$247K	Buy	+1,075	New	+$230K	0.09%	180
2020 Q1	–	Sell	-1,340	Closed	-$276K	–	222
2019 Q4	$276K	Hold	1,340	–	–	0.09%	161
2019 Q3	$224K	Hold	1,340	–	–	0.08%	187
2019 Q2	$252K	Hold	1,340	–	–	0.09%	174
2019 Q1	$204K	Buy	+1,340	New	+$166K	0.07%	200
2018 Q1	–	Sell	-1,330	Closed	-$229K	–	232
2017 Q4	$229K	Buy	+1,330	New	+$212K	0.09%	190

Other funds holding OLED

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthTrust Axiom's OLED Position: Q3 2021 in Review

WealthTrust Axiom sold out of Universal Display (OLED) in Q3 2021, closing a stake of 1,075 shares — an estimated $239K sold.

WealthTrust Axiom first reported a position in OLED in Q4 2017 and held it in 8 quarters. The position peaked at $276K in Q4 2019. 444 funds tracked by Wall St. Rank hold OLED as of Q3 2021.

WealthTrust Axiom reported no remaining Universal Display position as of Q3 2021 after selling out during the quarter.
WealthTrust Axiom sold 1,075 Universal Display shares in Q3 2021, an estimated $239K.
WealthTrust Axiom first reported a position in Universal Display in Q4 2017 and held it in 8 quarters.
WealthTrust Axiom's Universal Display position peaked at $276K in Q4 2019.
444 funds tracked by Wall St. Rank held Universal Display as of Q3 2021.

Based on WealthTrust Axiom's 13F filing for Q3 2021, filed 14 Oct 2021.