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Reilly Financial Advisors’s Ocugen OCGN Stock Holding History

Reilly Financial Advisors’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
Q2 		– Sell
-670
Closed -$5K – 1056
2021
Q1 		$5K Buy
+670
New +$4.46K ﹤0.01% 796
2020
Q3 		– Sell
-26,000
Closed -$6K – 909
2020
Q2 		$6K Buy
+26,000
New +$7.82K ﹤0.01% 676

Other funds holding OCGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Reilly Financial Advisors's OCGN Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Ocugen (OCGN) in Q2 2021, closing a stake of 670 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in OCGN in Q2 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 129 funds tracked by Wall St. Rank hold OCGN as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Ocugen position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 670 Ocugen shares in Q2 2021, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Ocugen in Q2 2020 and held it in 2 quarters.
  • Reilly Financial Advisors's Ocugen position peaked at $6K in Q2 2020.
  • 129 funds tracked by Wall St. Rank held Ocugen as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.