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EPG Wealth Management’s Ocugen OCGN Stock Holding History

EPG 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
2022
Q2 		– Sell
-10,000
Closed -$33K – 343
2022
Q1 		$33K Hold
10,000
– – 0.01% 310
2021
Q4 		$46K Sell
10,000
-1,250
-11% -$9.44K 0.02% 296
2021
Q3 		$81K Hold
11,250
– – 0.03% 249
2021
Q2 		$90K Hold
11,250
– – 0.04% 210
2021
Q1 		$76K Buy
11,250
+1,250
+13% +$8.31K 0.04% 188
2020
Q4 		$18K Buy
+10,000
New +$4.82K 0.01% 156

Other funds holding OCGN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

EPG Wealth Management's OCGN Position: Q2 2022 in Review

EPG Wealth Management sold out of Ocugen (OCGN) in Q2 2022, closing a stake of 10,000 shares — an estimated $33K sold.

EPG Wealth Management first reported a position in OCGN in Q4 2020 and held it in 6 quarters. The position peaked at $90K in Q2 2021. 124 funds tracked by Wall St. Rank hold OCGN as of Q2 2022.

  • EPG Wealth Management reported no remaining Ocugen position as of Q2 2022 after selling out during the quarter.
  • EPG Wealth Management sold 10,000 Ocugen shares in Q2 2022, an estimated $33K.
  • EPG Wealth Management first reported a position in Ocugen in Q4 2020 and held it in 6 quarters.
  • EPG Wealth Management's Ocugen position peaked at $90K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Ocugen as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.