TD Private Client Wealth’s Ocugen OCGN Stock Holding History

TD Private Client Wealth’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
2024 Q2	–	Sell	-98,390	Closed	-$161K	–	1249
2024 Q1	$161K	Hold	98,390	–	–	0.01%	624
2023 Q4	$56.6K	Hold	98,390	–	–	﹤0.01%	799
2023 Q3	$39.4K	Hold	98,390	–	–	﹤0.01%	809
2023 Q2	$53.4K	Hold	98,390	–	–	﹤0.01%	769
2023 Q1	$83.9K	Hold	98,390	–	–	﹤0.01%	678
2022 Q4	$128K	Hold	98,390	–	–	0.01%	595
2022 Q3	$175K	Hold	98,390	–	–	0.01%	545
2022 Q2	$223K	Hold	98,390	–	–	0.01%	514
2022 Q1	$325K	Hold	98,390	–	–	0.01%	481
2021 Q4	$448K	Hold	98,390	–	–	0.02%	438
2021 Q3	$706K	Hold	98,390	–	–	0.03%	365
2021 Q2	$790K	Sell	98,390 -10,000	-9%	-$84.4K	0.03%	356
2021 Q1	$736K	Buy	+108,390	New	+$721K	0.03%	349

Other funds holding OCGN

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Private Client Wealth's OCGN Position: Q2 2024 in Review

TD Private Client Wealth sold out of Ocugen (OCGN) in Q2 2024, closing a stake of 98,390 shares — an estimated $161K sold.

TD Private Client Wealth first reported a position in OCGN in Q1 2021 and held it in 13 quarters. The position peaked at $790K in Q2 2021. 101 funds tracked by Wall St. Rank hold OCGN as of Q2 2024.

TD Private Client Wealth reported no remaining Ocugen position as of Q2 2024 after selling out during the quarter.
TD Private Client Wealth sold 98,390 Ocugen shares in Q2 2024, an estimated $161K.
TD Private Client Wealth first reported a position in Ocugen in Q1 2021 and held it in 13 quarters.
TD Private Client Wealth's Ocugen position peaked at $790K in Q2 2021.
101 funds tracked by Wall St. Rank held Ocugen as of Q2 2024.

Based on TD Private Client Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.