Fiduciary Alliance’s Ocugen OCGN Stock Holding History

Fiduciary Alliance’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 Q4	–	Sell	-10,000	Closed	-$4K	–	189
2023 Q3	$4K	Hold	10,000	–	–	﹤0.01%	166
2023 Q2	$5.43K	Buy	+10,000	New	+$6.41K	﹤0.01%	681

Other funds holding OCGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Fiduciary Alliance's OCGN Position: Q4 2023 in Review

Fiduciary Alliance sold out of Ocugen (OCGN) in Q4 2023, closing a stake of 10,000 shares — an estimated $4K sold.

Fiduciary Alliance first reported a position in OCGN in Q2 2023 and held it in 2 quarters. The position peaked at $5.43K in Q2 2023. 68 funds tracked by Wall St. Rank hold OCGN as of Q4 2023.

Fiduciary Alliance reported no remaining Ocugen position as of Q4 2023 after selling out during the quarter.
Fiduciary Alliance sold 10,000 Ocugen shares in Q4 2023, an estimated $4K.
Fiduciary Alliance first reported a position in Ocugen in Q2 2023 and held it in 2 quarters.
Fiduciary Alliance's Ocugen position peaked at $5.43K in Q2 2023.
68 funds tracked by Wall St. Rank held Ocugen as of Q4 2023.

Based on Fiduciary Alliance's 13F filing for Q4 2023, filed 17 Jan 2024.