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IFP Advisors’s Ocugen OCGN Stock Holding History

IFP Advisors’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
Q3 		– Sell
-555
Closed -$301 – 3479
2023
Q2 		$301 Hold
555
– – ﹤0.01% 3270
2023
Q1 		$1.58K Sell
555
-229
-29% -$250 ﹤0.01% 2969
2022
Q4 		$5K Sell
784
-281
-26% -$438 ﹤0.01% 3798
2022
Q3 		$5K Buy
1,065
+25
+2% +$62 ﹤0.01% 4046
2022
Q2 		$4K Hold
1,040
– – ﹤0.01% 3905
2022
Q1 		$4K Buy
1,040
+485
+87% +$1.7K ﹤0.01% 3904
2021
Q4 		$3K Hold
555
– – ﹤0.01% 2681
2021
Q3 		$4K Hold
555
– – ﹤0.01% 2648
2021
Q2 		$4K Sell
555
-575
-51% -$4.85K ﹤0.01% 2559
2021
Q1 		$8K Buy
1,130
+375
+50% +$2.49K ﹤0.01% 2233
2020
Q4 		$1K Buy
+755
New +$364 ﹤0.01% 2795

Other funds holding OCGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors's OCGN Position: Q3 2023 in Review

IFP Advisors sold out of Ocugen (OCGN) in Q3 2023, closing a stake of 555 shares — an estimated $301 sold.

IFP Advisors first reported a position in OCGN in Q4 2020 and held it in 11 quarters. The position peaked at $8K in Q1 2021. 78 funds tracked by Wall St. Rank hold OCGN as of Q3 2023.

  • IFP Advisors reported no remaining Ocugen position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 555 Ocugen shares in Q3 2023, an estimated $301.
  • IFP Advisors first reported a position in Ocugen in Q4 2020 and held it in 11 quarters.
  • IFP Advisors's Ocugen position peaked at $8K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Ocugen as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.