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Dynamic Advisor Solutions’s Ocugen OCGN Stock Holding History

Dynamic Advisor Solutions’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
-30,030
Closed -$25.6K – 835
2023
Q1 		$25.6K Buy
30,030
+8,800
+41% +$9.59K ﹤0.01% 743
2022
Q4 		$27.6K Hold
21,230
– – ﹤0.01% 713
2022
Q3 		$38K Sell
21,230
-4,200
-17% -$10.5K ﹤0.01% 669
2022
Q2 		$58K Sell
25,430
-5,800
-19% -$13.9K ﹤0.01% 687
2022
Q1 		$103K Buy
31,230
+17,200
+123% +$60.4K 0.01% 706
2021
Q4 		$64K Sell
14,030
-6,970
-33% -$52.6K ﹤0.01% 709
2021
Q3 		$151K Buy
21,000
+8,000
+62% +$58.7K 0.01% 710
2021
Q2 		$104K Buy
+13,000
New +$110K 0.01% 706

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

Dynamic Advisor Solutions's OCGN Position: Q2 2023 in Review

Dynamic Advisor Solutions sold out of Ocugen (OCGN) in Q2 2023, closing a stake of 30,030 shares — an estimated $25.6K sold.

Dynamic Advisor Solutions first reported a position in OCGN in Q2 2021 and held it in 8 quarters. The position peaked at $151K in Q3 2021. 96 funds tracked by Wall St. Rank hold OCGN as of Q2 2023.

  • Dynamic Advisor Solutions reported no remaining Ocugen position as of Q2 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 30,030 Ocugen shares in Q2 2023, an estimated $25.6K.
  • Dynamic Advisor Solutions first reported a position in Ocugen in Q2 2021 and held it in 8 quarters.
  • Dynamic Advisor Solutions's Ocugen position peaked at $151K in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Ocugen as of Q2 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.