Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Ocugen OCGN Stock Holding History

Cambridge Investment Research 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
2024
Q3 		– Sell
-11,290
Closed -$17K – 3496
2024
Q2 		$17K Buy
+11,290
New +$17.6K ﹤0.01% 3272
2022
Q4 		– Sell
-17,167
Closed -$31K – 3184
2022
Q3 		$31K Buy
17,167
+131
+0.8% +$326 ﹤0.01% 2976
2022
Q2 		$39K Buy
17,036
+1,000
+6% +$2.39K ﹤0.01% 2959
2022
Q1 		$53K Buy
16,036
+1,300
+9% +$4.57K ﹤0.01% 3073
2021
Q4 		$67K Sell
14,736
-1,885
-11% -$14.2K ﹤0.01% 3075
2021
Q3 		$119K Buy
+16,621
New +$122K ﹤0.01% 2927

Other funds holding OCGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors's OCGN Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Ocugen (OCGN) in Q3 2024, closing a stake of 11,290 shares — an estimated $17K sold.

Cambridge Investment Research Advisors first reported a position in OCGN in Q3 2021 and held it in 6 quarters. The position peaked at $119K in Q3 2021. 115 funds tracked by Wall St. Rank hold OCGN as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining Ocugen position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,290 Ocugen shares in Q3 2024, an estimated $17K.
  • Cambridge Investment Research Advisors first reported a position in Ocugen in Q3 2021 and held it in 6 quarters.
  • Cambridge Investment Research Advisors's Ocugen position peaked at $119K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held Ocugen as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.