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Capital Performance Advisors’s Organogenesis Holdings ORGO Stock Holding History

Capital Performance Advisors’s Portfolio ORGO Stock Details ORGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,559
Closed -$15.9K – 1896
2024
Q3 		$15.9K Buy
+5,559
New +$15.6K ﹤0.01% 675

Other funds holding ORGO

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Capital Performance Advisors's ORGO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Organogenesis Holdings (ORGO) in Q4 2024, closing a stake of 5,559 shares — an estimated $15.9K sold.

Capital Performance Advisors first reported a position in ORGO in Q3 2024 and held it in 1 quarter. The position peaked at $15.9K in Q3 2024. 120 funds tracked by Wall St. Rank hold ORGO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Organogenesis Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5,559 Organogenesis Holdings shares in Q4 2024, an estimated $15.9K.
  • Capital Performance Advisors first reported a position in Organogenesis Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Organogenesis Holdings position peaked at $15.9K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.