SWM
ORGN

Selective Wealth Management’s Origin Materials ORGN Stock Holding History

Selective 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
2022
Q3 		– Sell
-50
Closed -$8K – 819
2022
Q2 		$8K Buy
+50
New +$9.53K ﹤0.01% 587

Other funds holding ORGN

BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

Selective Wealth Management's ORGN Position: Q3 2022 in Review

Selective Wealth Management sold out of Origin Materials (ORGN) in Q3 2022, closing a stake of 50 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in ORGN in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 125 funds tracked by Wall St. Rank hold ORGN as of Q3 2022.

  • Selective Wealth Management reported no remaining Origin Materials position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 50 Origin Materials shares in Q3 2022, an estimated $8K.
  • Selective Wealth Management first reported a position in Origin Materials in Q2 2022 and held it in 1 quarter.
  • Selective Wealth Management's Origin Materials position peaked at $8K in Q2 2022.
  • 125 funds tracked by Wall St. Rank held Origin Materials as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.