Corient Private Wealth
OGCP

Corient Private Wealth’s Empire State Realty Series 60 OGCP Stock Holding History

Corient Private Wealth’s Portfolio OGCP Stock Details OGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,736
Closed -$118K – 2475
2024
Q3 		$118K Buy
+10,736
New +$111K ﹤0.01% 2307
2023
Q2 		– Sell
-26,842
Closed -$190K – 2133
2023
Q1 		$190K Buy
+26,842
New +$192K ﹤0.01% 1811

Other funds holding OGCP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Corient Private Wealth's OGCP Position: Q4 2024 in Review

Corient Private Wealth sold out of Empire State Realty Series 60 (OGCP) in Q4 2024, closing a stake of 10,736 shares — an estimated $118K sold.

Corient Private Wealth first reported a position in OGCP in Q1 2023 and held it in 2 quarters. The position peaked at $190K in Q1 2023. 17 funds tracked by Wall St. Rank hold OGCP as of Q4 2024.

  • Corient Private Wealth reported no remaining Empire State Realty Series 60 position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 10,736 Empire State Realty Series 60 shares in Q4 2024, an estimated $118K.
  • Corient Private Wealth first reported a position in Empire State Realty Series 60 in Q1 2023 and held it in 2 quarters.
  • Corient Private Wealth's Empire State Realty Series 60 position peaked at $190K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.