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Resurgent Financial Advisors’s Ocugen OCGN Stock Holding History

Resurgent 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
2023
Q4 		– Sell
-10,000
Closed -$4K – 522
2023
Q3 		$4K Hold
10,000
– – ﹤0.01% 481
2023
Q2 		$5.43K Buy
+10,000
New +$6.41K ﹤0.01% 502

Other funds holding OCGN

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Resurgent Financial Advisors's OCGN Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Ocugen (OCGN) in Q4 2023, closing a stake of 10,000 shares — an estimated $4K sold.

Resurgent Financial Advisors first reported a position in OCGN in Q2 2023 and held it in 2 quarters. The position peaked at $5.43K in Q2 2023. 68 funds tracked by Wall St. Rank hold OCGN as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Ocugen position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 10,000 Ocugen shares in Q4 2023, an estimated $4K.
  • Resurgent Financial Advisors first reported a position in Ocugen in Q2 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's Ocugen position peaked at $5.43K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held Ocugen as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.