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LexAurum Advisors’s Oragenics OGEN Stock Holding History

LexAurum 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
Q1 		– Sell
-28
Closed -$5.25K – 263
2022
Q4 		$5.25K Hold
28
– – ﹤0.01% 250
2022
Q3 		$11K Buy
28
+11
+65% +$6.43K ﹤0.01% 242
2022
Q2 		$10K Buy
+17
New +$9.81K ﹤0.01% 248

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

LexAurum Advisors's OGEN Position: Q1 2023 in Review

LexAurum Advisors sold out of Oragenics (OGEN) in Q1 2023, closing a stake of 28 shares — an estimated $5.25K sold.

LexAurum Advisors first reported a position in OGEN in Q2 2022 and held it in 3 quarters. The position peaked at $11K in Q3 2022. 10 funds tracked by Wall St. Rank hold OGEN as of Q1 2023.

  • LexAurum Advisors reported no remaining Oragenics position as of Q1 2023 after selling out during the quarter.
  • LexAurum Advisors sold 28 Oragenics shares in Q1 2023, an estimated $5.25K.
  • LexAurum Advisors first reported a position in Oragenics in Q2 2022 and held it in 3 quarters.
  • LexAurum Advisors's Oragenics position peaked at $11K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Oragenics as of Q1 2023.

Based on LexAurum Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.