SOA Wealth Advisors’s Ocugen OCGN Stock Holding History

SOA Wealth 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
2022 Q4	–	Sell	-135	Closed	–	–	1003
2022 Q3	$0	Hold	135	–	–	﹤0.01%	938
2022 Q2	$0	Buy	+135	New	+$323	﹤0.01%	962

Other funds holding OCGN

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SOA Wealth Advisors's OCGN Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Ocugen (OCGN) in Q4 2022, closing a stake of 135 shares.

SOA Wealth Advisors first reported a position in OCGN in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 114 funds tracked by Wall St. Rank hold OCGN as of Q4 2022.

SOA Wealth Advisors reported no remaining Ocugen position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 135 Ocugen shares in Q4 2022.
SOA Wealth Advisors first reported a position in Ocugen in Q2 2022 and held it in 2 quarters.
SOA Wealth Advisors's Ocugen position peaked at $0 in Q3 2022.
114 funds tracked by Wall St. Rank held Ocugen as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.