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Belpointe Asset Management’s Ocugen OCGN Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-34,835
Closed -$29.7K – 2427
2023
Q1 		$29.7K Buy
34,835
+34,536
+11,551% +$37.7K ﹤0.01% 2056
2022
Q4 		$389 Buy
+299
New +$466 ﹤0.01% 3574

Other funds holding OCGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Belpointe Asset Management's OCGN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Ocugen (OCGN) in Q2 2023, closing a stake of 34,835 shares — an estimated $29.7K sold.

Belpointe Asset Management first reported a position in OCGN in Q4 2022 and held it in 2 quarters. The position peaked at $29.7K in Q1 2023. 96 funds tracked by Wall St. Rank hold OCGN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Ocugen position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 34,835 Ocugen shares in Q2 2023, an estimated $29.7K.
  • Belpointe Asset Management first reported a position in Ocugen in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Ocugen position peaked at $29.7K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held Ocugen as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.