JFS Wealth Advisors’s Organigram Holdings OGI Stock Holding History

JFS Wealth Advisors’s Portfolio OGI Stock Details OGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-250	Closed	-$253	–	1944
2025 Q1	$253	Hold	250	–	–	﹤0.01%	1826
2024 Q4	$403	Hold	250	–	–	﹤0.01%	1800
2024 Q3	$453	Hold	250	–	–	﹤0.01%	1808
2024 Q2	$385	Hold	250	–	–	﹤0.01%	1835
2024 Q1	$538	Hold	250	–	–	﹤0.01%	1775
2023 Q4	$328	Hold	250	–	–	﹤0.01%	1851
2023 Q3	$330	Hold	250	–	–	﹤0.01%	1805
2023 Q2	$390	Hold	250	–	–	﹤0.01%	1793
2023 Q1	$640	Hold	250	–	–	﹤0.01%	1679
2022 Q4	$800	Hold	250	–	–	﹤0.01%	1650
2022 Q3	$1K	Hold	250	–	–	﹤0.01%	1610
2022 Q2	$1K	Hold	250	–	–	﹤0.01%	1601
2022 Q1	$2K	Hold	250	–	–	﹤0.01%	1464
2021 Q4	$2K	Hold	250	–	–	﹤0.01%	1127
2021 Q3	$2K	Hold	250	–	–	﹤0.01%	780
2021 Q2	$3K	Hold	250	–	–	﹤0.01%	533
2021 Q1	$3K	Hold	250	–	–	﹤0.01%	519
2020 Q4	$1K	Hold	250	–	–	﹤0.01%	559
2020 Q3	$1K	Hold	250	–	–	﹤0.01%	538
2020 Q2	$2K	Buy	250 +40	+19%	+$269	﹤0.01%	493
2020 Q1	$2K	Buy	+210	New	+$1.91K	﹤0.01%	445

Other funds holding OGI

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFS Wealth Advisors's OGI Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Organigram Holdings (OGI) in Q2 2025, closing a stake of 250 shares — an estimated $253 sold.

JFS Wealth Advisors first reported a position in OGI in Q1 2020 and held it in 21 quarters. The position peaked at $3K in Q2 2021. 75 funds tracked by Wall St. Rank hold OGI as of Q2 2025.

JFS Wealth Advisors reported no remaining Organigram Holdings position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 250 Organigram Holdings shares in Q2 2025, an estimated $253.
JFS Wealth Advisors first reported a position in Organigram Holdings in Q1 2020 and held it in 21 quarters.
JFS Wealth Advisors's Organigram Holdings position peaked at $3K in Q2 2021.
75 funds tracked by Wall St. Rank held Organigram Holdings as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.