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Glassman Wealth Services’s Ocugen OCGN Stock Holding History

Glassman Wealth Services’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
-1
Closed – – 1905
2022
Q1 		$0 Buy
+1
New +$4 ﹤0.01% 1854

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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

Glassman Wealth Services's OCGN Position: Q2 2022 in Review

Glassman Wealth Services sold out of Ocugen (OCGN) in Q2 2022, closing a stake of 1 share.

Glassman Wealth Services first reported a position in OCGN in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 124 funds tracked by Wall St. Rank hold OCGN as of Q2 2022.

  • Glassman Wealth Services reported no remaining Ocugen position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 1 Ocugen share in Q2 2022.
  • Glassman Wealth Services first reported a position in Ocugen in Q1 2022 and held it in 1 quarter.
  • Glassman Wealth Services's Ocugen position peaked at $0 in Q1 2022.
  • 124 funds tracked by Wall St. Rank held Ocugen as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.