PWM
ORGN

PBMares Wealth Management’s Origin Materials ORGN Stock Holding History

PBMares Wealth Management’s Portfolio ORGN Stock Details ORGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,167
Closed -$100K – 202
2024
Q3 		$100K Buy
2,167
+267
+14% +$9.67K 0.02% 194
2024
Q2 		$51.4K Buy
1,900
+567
+43% +$15.2K 0.01% 181
2024
Q1 		$20.4K Hold
1,333
– – 0.01% 177
2023
Q4 		$33.4K Buy
1,333
+117
+10% +$3.35K 0.01% 173
2023
Q3 		$46.7K Sell
1,216
-3,891
-76% -$306K 0.02% 162
2023
Q2 		$653K Sell
5,107
-1,596
-24% -$205K 0.23% 79
2023
Q1 		$859K Buy
6,703
+536
+9% +$79.2K 0.32% 62
2022
Q4 		$853K Buy
6,167
+2,600
+73% +$414K 0.35% 56
2022
Q3 		$552K Buy
+3,567
New +$632K 0.24% 79

Other funds holding ORGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PBMares Wealth Management's ORGN Position: Q4 2024 in Review

PBMares Wealth Management sold out of Origin Materials (ORGN) in Q4 2024, closing a stake of 2,167 shares — an estimated $100K sold.

PBMares Wealth Management first reported a position in ORGN in Q3 2022 and held it in 9 quarters. The position peaked at $859K in Q1 2023. 108 funds tracked by Wall St. Rank hold ORGN as of Q4 2024.

  • PBMares Wealth Management reported no remaining Origin Materials position as of Q4 2024 after selling out during the quarter.
  • PBMares Wealth Management sold 2,167 Origin Materials shares in Q4 2024, an estimated $100K.
  • PBMares Wealth Management first reported a position in Origin Materials in Q3 2022 and held it in 9 quarters.
  • PBMares Wealth Management's Origin Materials position peaked at $859K in Q1 2023.
  • 108 funds tracked by Wall St. Rank held Origin Materials as of Q4 2024.

Based on PBMares Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.