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Buckingham Strategic Wealth’s Oragenics OGEN Stock Holding History

Buckingham Strategic Wealth’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15
Closed -$9K – 638
2022
Q1 		$9K Hold
15
– – ﹤0.01% 596
2021
Q4 		$12K Hold
15
– – ﹤0.01% 596
2021
Q3 		$17K Buy
+15
New +$18.1K ﹤0.01% 589

Other funds holding OGEN

SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Buckingham Strategic Wealth's OGEN Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of Oragenics (OGEN) in Q2 2022, closing a stake of 15 shares — an estimated $9K sold.

Buckingham Strategic Wealth first reported a position in OGEN in Q3 2021 and held it in 3 quarters. The position peaked at $17K in Q3 2021. 25 funds tracked by Wall St. Rank hold OGEN as of Q2 2022.

  • Buckingham Strategic Wealth reported no remaining Oragenics position as of Q2 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15 Oragenics shares in Q2 2022, an estimated $9K.
  • Buckingham Strategic Wealth first reported a position in Oragenics in Q3 2021 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Oragenics position peaked at $17K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Oragenics as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.