SWA
ORGN

SFMG Wealth Advisors’s Origin Materials ORGN Stock Holding History

SFMG Wealth Advisors’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
2023
Q4 		– Sell
-333
Closed -$12.8K – 282
2023
Q3 		$12.8K Hold
333
– – ﹤0.01% 254
2023
Q2 		$42.6K Hold
333
– – ﹤0.01% 245
2023
Q1 		$42.7K Hold
333
– – ﹤0.01% 252
2022
Q4 		$46.1K Hold
333
– – 0.01% 249
2022
Q3 		$50K Hold
333
– – 0.01% 237
2022
Q2 		$51K Hold
333
– – 0.01% 257
2022
Q1 		$66K Sell
333
-334
-50% -$58.2K 0.01% 285
2021
Q4 		$130K Buy
+667
New +$132K 0.01% 283

Other funds holding ORGN

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFMG Wealth Advisors's ORGN Position: Q4 2023 in Review

SFMG Wealth Advisors sold out of Origin Materials (ORGN) in Q4 2023, closing a stake of 333 shares — an estimated $12.8K sold.

SFMG Wealth Advisors first reported a position in ORGN in Q4 2021 and held it in 8 quarters. The position peaked at $130K in Q4 2021. 99 funds tracked by Wall St. Rank hold ORGN as of Q4 2023.

  • SFMG Wealth Advisors reported no remaining Origin Materials position as of Q4 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 333 Origin Materials shares in Q4 2023, an estimated $12.8K.
  • SFMG Wealth Advisors first reported a position in Origin Materials in Q4 2021 and held it in 8 quarters.
  • SFMG Wealth Advisors's Origin Materials position peaked at $130K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Origin Materials as of Q4 2023.

Based on SFMG Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.