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Independent Advisor Alliance’s Oragenics OGEN Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-2,333
Closed -$1.89M – 636
2020
Q4 		$1.89M Buy
+2,333
New +$2.05M 0.13% 141

Other funds holding OGEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Independent Advisor Alliance's OGEN Position: Q1 2021 in Review

Independent Advisor Alliance sold out of Oragenics (OGEN) in Q1 2021, closing a stake of 2,333 shares — an estimated $1.89M sold.

Independent Advisor Alliance first reported a position in OGEN in Q4 2020 and held it in 1 quarter. The position peaked at $1.89M in Q4 2020. 23 funds tracked by Wall St. Rank hold OGEN as of Q1 2021.

  • Independent Advisor Alliance reported no remaining Oragenics position as of Q1 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,333 Oragenics shares in Q1 2021, an estimated $1.89M.
  • Independent Advisor Alliance first reported a position in Oragenics in Q4 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's Oragenics position peaked at $1.89M in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Oragenics as of Q1 2021.

Based on Independent Advisor Alliance's 13F filing for Q1 2021, filed 14 May 2021.