EverSource Wealth Advisors’s Organigram Holdings OGI Stock Holding History

EverSource Wealth Advisors’s Portfolio OGI Stock Details OGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$452	Hold	337	–	–	﹤0.01%	4086
2025 Q4	$566	Hold	337	–	–	﹤0.01%	3849
2025 Q3	$684	Hold	337	–	–	﹤0.01%	3859
2025 Q2	$455	Hold	337	–	–	﹤0.01%	3917
2025 Q1	$340	Hold	337	–	–	﹤0.01%	3576
2024 Q4	$543	Hold	337	–	–	﹤0.01%	3166
2024 Q3	$610	Hold	337	–	–	﹤0.01%	2827
2024 Q2	$566	Hold	337	–	–	﹤0.01%	2862
2024 Q1	$714	Hold	337	–	–	﹤0.01%	2652
2023 Q4	$441	Hold	337	–	–	﹤0.01%	2546
2023 Q3	$445	Sell	337 -1	-0.3%	-$2	﹤0.01%	2398
2023 Q2	$527	Hold	338	–	–	﹤0.01%	2347
2023 Q1	$864	Buy	+338	New	+$1.07K	﹤0.01%	2144

Other funds holding OGI

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.01B AUM 38.1% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $1.65B AUM 31.52% 1-Year Est. Return