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Financial Synergies Wealth Advisors’s Organon & Co OGN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio OGN Stock Details OGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-71
Closed -$1.33K – 331
2024
Q1 		$1.33K Buy
71
+18
+34% +$309 ﹤0.01% 368
2023
Q4 		$1.48K Sell
53
-9
-15% -$122 ﹤0.01% 276
2023
Q3 		$1.08K Hold
62
– – ﹤0.01% 363
2023
Q2 		$1.29K Buy
62
+42
+210% +$913 ﹤0.01% 341
2023
Q1 		$471 Sell
20
-33
-62% -$886 ﹤0.01% 420
2022
Q4 		$1.48K Buy
53
+33
+165% +$844 ﹤0.01% 276
2022
Q3 		$468 Hold
20
– – ﹤0.01% 368
2022
Q2 		$675 Buy
+20
New +$701 ﹤0.01% 352

Other funds holding OGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's OGN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Organon & Co (OGN) in Q2 2024, closing a stake of 71 shares — an estimated $1.33K sold.

Financial Synergies Wealth Advisors first reported a position in OGN in Q2 2022 and held it in 8 quarters. The position peaked at $1.48K in Q4 2023. 724 funds tracked by Wall St. Rank hold OGN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Organon & Co position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 71 Organon & Co shares in Q2 2024, an estimated $1.33K.
  • Financial Synergies Wealth Advisors first reported a position in Organon & Co in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Organon & Co position peaked at $1.48K in Q4 2023.
  • 724 funds tracked by Wall St. Rank held Organon & Co as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.