Next Financial Group’s Ocugen OCGN Stock Holding History

Next Financial Group’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
2021 Q1	–	Sell	-500	Closed	-$1K	–	2609
2020 Q4	$1K	Buy	+500	New	+$241	﹤0.01%	2289

Other funds holding OCGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Next Financial Group's OCGN Position: Q1 2021 in Review

Next Financial Group sold out of Ocugen (OCGN) in Q1 2021, closing a stake of 500 shares — an estimated $1K sold.

Next Financial Group first reported a position in OCGN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 82 funds tracked by Wall St. Rank hold OCGN as of Q1 2021.

Next Financial Group reported no remaining Ocugen position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 500 Ocugen shares in Q1 2021, an estimated $1K.
Next Financial Group first reported a position in Ocugen in Q4 2020 and held it in 1 quarter.
Next Financial Group's Ocugen position peaked at $1K in Q4 2020.
82 funds tracked by Wall St. Rank held Ocugen as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.