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Edge Wealth Management’s Ocugen OCGN Stock Holding History

Edge Wealth Management’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
2021
Q2 		– Sell
-30
Closed -$1K – 452
2021
Q1 		$1K Buy
+30
New +$199 ﹤0.01% 409
2020
Q1 		– Sell
-1,000
Closed -$1K – 660
2019
Q4 		$1K Buy
1,000
+967
+2,930% +$961 ﹤0.01% 560
2019
Q3 		$1K Buy
+33
New +$409 ﹤0.01% 562

Other funds holding OCGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Edge Wealth Management's OCGN Position: Q2 2021 in Review

Edge Wealth Management sold out of Ocugen (OCGN) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in OCGN in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 129 funds tracked by Wall St. Rank hold OCGN as of Q2 2021.

  • Edge Wealth Management reported no remaining Ocugen position as of Q2 2021 after selling out during the quarter.
  • Edge Wealth Management sold 30 Ocugen shares in Q2 2021, an estimated $1K.
  • Edge Wealth Management first reported a position in Ocugen in Q3 2019 and held it in 3 quarters.
  • Edge Wealth Management's Ocugen position peaked at $1K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Ocugen as of Q2 2021.

Based on Edge Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.