Beaird Harris Wealth Management’s Organigram Holdings OGI Stock Holding History

Beaird Harris Wealth Management’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 Q4	–	Sell	-460	Closed	-$608	–	617
2023 Q3	$608	Hold	460	–	–	﹤0.01%	413
2023 Q2	$718	Hold	460	–	–	﹤0.01%	413
2023 Q1	$1.18K	Hold	460	–	–	﹤0.01%	404
2022 Q4	$1.47K	Sell	460 -772	-63%	-$2.9K	﹤0.01%	614
2022 Q3	$4K	Hold	1,232	–	–	﹤0.01%	359
2022 Q2	$5K	Hold	1,232	–	–	﹤0.01%	310
2022 Q1	$8K	Hold	1,232	–	–	﹤0.01%	366
2021 Q4	$9K	Buy	+1,232	New	+$10.5K	﹤0.01%	418

Other funds holding OGI

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Beaird Harris Wealth Management's OGI Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Organigram Holdings (OGI) in Q4 2023, closing a stake of 460 shares — an estimated $608 sold.

Beaird Harris Wealth Management first reported a position in OGI in Q4 2021 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 79 funds tracked by Wall St. Rank hold OGI as of Q4 2023.

Beaird Harris Wealth Management reported no remaining Organigram Holdings position as of Q4 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 460 Organigram Holdings shares in Q4 2023, an estimated $608.
Beaird Harris Wealth Management first reported a position in Organigram Holdings in Q4 2021 and held it in 8 quarters.
Beaird Harris Wealth Management's Organigram Holdings position peaked at $9K in Q4 2021.
79 funds tracked by Wall St. Rank held Organigram Holdings as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.