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IFP Advisors’s Oragenics OGEN Stock Holding History

IFP Advisors’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3
Closed -$159 – 3535
2023
Q1 		$159 Buy
+3
New +$500 ﹤0.01% 3288
2022
Q4 		– Hold
0
– – – 4423
2022
Q3 		– Hold
0
– – – 4626
2019
Q1 		– Sell
-2
Closed -$3K – 3086
2018
Q4 		$3K Hold
2
– – ﹤0.01% 3048
2018
Q3 		$4K Hold
2
– – ﹤0.01% 3314
2018
Q2 		$4K Sell
2
-15
-88% -$39.5K ﹤0.01% 3382
2018
Q1 		$7K Buy
17
+15
+750% +$55.4K ﹤0.01% 3010
2017
Q4 		$7K Hold
2
– – ﹤0.01% 3056
2017
Q3 		$13K Hold
2
– – ﹤0.01% 2886
2017
Q2 		$11K Hold
2
– – ﹤0.01% 2954
2017
Q1 		$14K Hold
2
– – ﹤0.01% 2729
2016
Q4 		$17K Hold
2
– – ﹤0.01% 2571
2016
Q3 		$14K Hold
2
– – ﹤0.01% 2628
2016
Q2 		$16K Buy
+2
New +$26.8K ﹤0.01% 2493
2016
Q1 		– Sell
-2
Closed -$53K – 3078
2015
Q4 		$53K Buy
+2
New +$49.9K ﹤0.01% 1584

Other funds holding OGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's OGEN Position: Q2 2023 in Review

IFP Advisors sold out of Oragenics (OGEN) in Q2 2023, closing a stake of 3 shares — an estimated $159 sold.

IFP Advisors first reported a position in OGEN in Q4 2015 and held it in 13 quarters. The position peaked at $53K in Q4 2015. 10 funds tracked by Wall St. Rank hold OGEN as of Q2 2023.

  • IFP Advisors reported no remaining Oragenics position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 3 Oragenics shares in Q2 2023, an estimated $159.
  • IFP Advisors first reported a position in Oragenics in Q4 2015 and held it in 13 quarters.
  • IFP Advisors's Oragenics position peaked at $53K in Q4 2015.
  • 10 funds tracked by Wall St. Rank held Oragenics as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.