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Safeguard Investment Advisory Group’s Oragenics OGEN Stock Holding History

Safeguard Investment Advisory Group’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed – – 497
2020
Q4 		$0 Buy
+1
New +$880 ﹤0.01% 758

Other funds holding OGEN

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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Safeguard Investment Advisory Group's OGEN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Oragenics (OGEN) in Q1 2021, closing a stake of 1 share.

Safeguard Investment Advisory Group first reported a position in OGEN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 23 funds tracked by Wall St. Rank hold OGEN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Oragenics position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1 Oragenics share in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Oragenics in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Oragenics position peaked at $0 in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Oragenics as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.