KPCM
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Kings Point Capital Management’s Ocugen OCGN Stock Holding History

Kings Point Capital Management’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
Q1 		– Sell
-4,300
Closed -$20K – 636
2021
Q4 		$20K Hold
4,300
– – ﹤0.01% 540
2021
Q3 		$31K Buy
+4,300
New +$31.6K ﹤0.01% 432

Other funds holding OCGN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kings Point Capital Management's OCGN Position: Q1 2022 in Review

Kings Point Capital Management sold out of Ocugen (OCGN) in Q1 2022, closing a stake of 4,300 shares — an estimated $20K sold.

Kings Point Capital Management first reported a position in OCGN in Q3 2021 and held it in 2 quarters. The position peaked at $31K in Q3 2021. 122 funds tracked by Wall St. Rank hold OCGN as of Q1 2022.

  • Kings Point Capital Management reported no remaining Ocugen position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 4,300 Ocugen shares in Q1 2022, an estimated $20K.
  • Kings Point Capital Management first reported a position in Ocugen in Q3 2021 and held it in 2 quarters.
  • Kings Point Capital Management's Ocugen position peaked at $31K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held Ocugen as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.