AWS
OGI

Atria Wealth Solutions’s Organigram Holdings OGI Stock Holding History

Atria Wealth Solutions’s Portfolio OGI Stock Details OGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,125
Closed -$4.72K – 1944
2023
Q2 		$4.72K Buy
+3,125
New +$6.03K ﹤0.01% 1857
2022
Q3 		– Sell
-3,375
Closed -$12K – 1829
2022
Q2 		$12K Buy
+3,375
New +$17.2K ﹤0.01% 1619

Other funds holding OGI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Wealth Solutions's OGI Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Organigram Holdings (OGI) in Q3 2023, closing a stake of 3,125 shares — an estimated $4.72K sold.

Atria Wealth Solutions first reported a position in OGI in Q2 2022 and held it in 2 quarters. The position peaked at $12K in Q2 2022. 73 funds tracked by Wall St. Rank hold OGI as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Organigram Holdings position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,125 Organigram Holdings shares in Q3 2023, an estimated $4.72K.
  • Atria Wealth Solutions first reported a position in Organigram Holdings in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Organigram Holdings position peaked at $12K in Q2 2022.
  • 73 funds tracked by Wall St. Rank held Organigram Holdings as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.