BDO Wealth Advisors’s Ocugen OCGN Stock Holding History

BDO Wealth Advisors’s Portfolio OCGN Stock Details OCGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,000	Closed	-$2K	–	1104
2022 Q2	$2K	Hold	1,000	–	–	﹤0.01%	910
2022 Q1	$3K	Hold	1,000	–	–	﹤0.01%	894
2021 Q4	$5K	Hold	1,000	–	–	﹤0.01%	828
2021 Q3	$7K	Hold	1,000	–	–	﹤0.01%	783
2021 Q2	$8K	Hold	1,000	–	–	﹤0.01%	795
2021 Q1	$7K	Buy	+1,000	New	+$6.65K	﹤0.01%	798

Other funds holding OCGN

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BDO Wealth Advisors's OCGN Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Ocugen (OCGN) in Q3 2022, closing a stake of 1,000 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in OCGN in Q1 2021 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 128 funds tracked by Wall St. Rank hold OCGN as of Q3 2022.

BDO Wealth Advisors reported no remaining Ocugen position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 1,000 Ocugen shares in Q3 2022, an estimated $2K.
BDO Wealth Advisors first reported a position in Ocugen in Q1 2021 and held it in 6 quarters.
BDO Wealth Advisors's Ocugen position peaked at $8K in Q2 2021.
128 funds tracked by Wall St. Rank held Ocugen as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.