Spire Wealth Management’s Organigram Holdings OGI Stock Holding History

Spire Wealth Management’s Portfolio OGI Stock Details OGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-398	Closed	-$641	–	2549
2024 Q4	$641	Buy	+398	New	+$648	﹤0.01%	2415
2023 Q3	–	Sell	-448	Closed	-$699	–	2437
2023 Q2	$699	Hold	448	–	–	﹤0.01%	2349
2023 Q1	$1.15K	Hold	448	–	–	﹤0.01%	2373
2022 Q4	$1K	Sell	448 -1	-0.2%	-$4	﹤0.01%	2223
2022 Q3	$2K	Buy	449 +2	+0.4%	+$8	﹤0.01%	1977
2022 Q2	$2K	Sell	447 -51	-10%	-$260	﹤0.01%	2384
2022 Q1	$3K	Hold	498	–	–	﹤0.01%	2339
2021 Q4	$3K	Hold	498	–	–	﹤0.01%	2708
2021 Q3	$5K	Sell	498 -28	-5%	-$287	﹤0.01%	2285
2021 Q2	$6K	Buy	526 +50	+11%	+$569	﹤0.01%	2281
2021 Q1	$7K	Buy	+476	New	+$5.5K	﹤0.01%	2533

Other funds holding OGI

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GCM

Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return

Spire Wealth Management's OGI Position: Q1 2025 in Review

Spire Wealth Management sold out of Organigram Holdings (OGI) in Q1 2025, closing a stake of 398 shares — an estimated $641 sold.

Spire Wealth Management first reported a position in OGI in Q1 2021 and held it in 11 quarters. The position peaked at $7K in Q1 2021. 63 funds tracked by Wall St. Rank hold OGI as of Q1 2025.

Spire Wealth Management reported no remaining Organigram Holdings position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 398 Organigram Holdings shares in Q1 2025, an estimated $641.
Spire Wealth Management first reported a position in Organigram Holdings in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Organigram Holdings position peaked at $7K in Q1 2021.
63 funds tracked by Wall St. Rank held Organigram Holdings as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.