EWA
ORGN

Evolution Wealth Advisors’s Origin Materials ORGN Stock Holding History

Evolution Wealth Advisors’s Portfolio ORGN Stock Details ORGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$13.5K – 144
2024
Q2 		$13.5K Buy
500
+167
+50% +$4.46K ﹤0.01% 134
2024
Q1 		$5.1K Buy
+333
New +$5.78K ﹤0.01% 132

Other funds holding ORGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's ORGN Position: Q3 2024 in Review

Evolution Wealth Advisors sold out of Origin Materials (ORGN) in Q3 2024, closing a stake of 500 shares — an estimated $13.5K sold.

Evolution Wealth Advisors first reported a position in ORGN in Q1 2024 and held it in 2 quarters. The position peaked at $13.5K in Q2 2024. 89 funds tracked by Wall St. Rank hold ORGN as of Q3 2024.

  • Evolution Wealth Advisors reported no remaining Origin Materials position as of Q3 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 500 Origin Materials shares in Q3 2024, an estimated $13.5K.
  • Evolution Wealth Advisors first reported a position in Origin Materials in Q1 2024 and held it in 2 quarters.
  • Evolution Wealth Advisors's Origin Materials position peaked at $13.5K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Origin Materials as of Q3 2024.

Based on Evolution Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.