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Strategies Wealth Advisors’s Oragenics OGEN Stock Holding History

Strategies Wealth Advisors’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
2023
Q1 		– Sell
-6
Closed -$1.05K – 80
2022
Q4 		$1.05K Buy
+6
New +$2.12K ﹤0.01% 78
2022
Q2 		$3.47K Hold
6
– – ﹤0.01% 83
2022
Q1 		$3.45K Hold
6
– – ﹤0.01% 83
2021
Q4 		$4.46K Buy
+6
New +$6.07K ﹤0.01% 80

Other funds holding OGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Strategies Wealth Advisors's OGEN Position: Q1 2023 in Review

Strategies Wealth Advisors sold out of Oragenics (OGEN) in Q1 2023, closing a stake of 6 shares — an estimated $1.05K sold.

Strategies Wealth Advisors first reported a position in OGEN in Q4 2021 and held it in 4 quarters. The position peaked at $4.46K in Q4 2021. 10 funds tracked by Wall St. Rank hold OGEN as of Q1 2023.

  • Strategies Wealth Advisors reported no remaining Oragenics position as of Q1 2023 after selling out during the quarter.
  • Strategies Wealth Advisors sold 6 Oragenics shares in Q1 2023, an estimated $1.05K.
  • Strategies Wealth Advisors first reported a position in Oragenics in Q4 2021 and held it in 4 quarters.
  • Strategies Wealth Advisors's Oragenics position peaked at $4.46K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Oragenics as of Q1 2023.

Based on Strategies Wealth Advisors's 13F filing for Q1 2023, filed 27 Jun 2023.