Ridgecrest Wealth Partners’s Empire State Realty Series 60 OGCP Stock Holding History

Ridgecrest Wealth Partners’s Portfolio OGCP Stock Details OGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21,045	Closed	-$149K	–	107
2023 Q1	$149K	Hold	21,045	–	–	0.11%	93
2022 Q4	$139K	Hold	21,045	–	–	0.11%	89
2022 Q3	$127K	Hold	21,045	–	–	0.1%	91
2022 Q2	$140K	Hold	21,045	–	–	0.1%	100
2022 Q1	$200K	Hold	21,045	–	–	0.13%	102
2021 Q4	$187K	Hold	21,045	–	–	0.09%	116
2021 Q3	$214K	Hold	21,045	–	–	0.12%	108
2021 Q2	$220K	Hold	21,045	–	–	0.14%	98
2021 Q1	$234K	Buy	+21,045	New	+$219K	0.22%	77

Other funds holding OGCP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RWA

Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ridgecrest Wealth Partners's OGCP Position: Q2 2023 in Review

Ridgecrest Wealth Partners sold out of Empire State Realty Series 60 (OGCP) in Q2 2023, closing a stake of 21,045 shares — an estimated $149K sold.

Ridgecrest Wealth Partners first reported a position in OGCP in Q1 2021 and held it in 9 quarters. The position peaked at $234K in Q1 2021. 17 funds tracked by Wall St. Rank hold OGCP as of Q2 2023.

Ridgecrest Wealth Partners reported no remaining Empire State Realty Series 60 position as of Q2 2023 after selling out during the quarter.
Ridgecrest Wealth Partners sold 21,045 Empire State Realty Series 60 shares in Q2 2023, an estimated $149K.
Ridgecrest Wealth Partners first reported a position in Empire State Realty Series 60 in Q1 2021 and held it in 9 quarters.
Ridgecrest Wealth Partners's Empire State Realty Series 60 position peaked at $234K in Q1 2021.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q2 2023.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.