Transform Wealth’s Empire State Realty Series 60 OGCP Stock Holding History

Transform Wealth’s Portfolio OGCP Stock Details OGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-31,546	Closed	-$347K	–	273
2024 Q3	$347K	Hold	31,546	–	–	0.02%	173
2024 Q2	$277K	Hold	31,546	–	–	0.02%	184
2024 Q1	$320K	Hold	31,546	–	–	0.03%	178
2023 Q4	$292K	Hold	31,546	–	–	0.03%	208
2023 Q3	$252K	Hold	31,546	–	–	0.03%	216
2023 Q2	$217K	Hold	31,546	–	–	0.02%	244
2023 Q1	$224K	Hold	31,546	–	–	0.02%	235
2022 Q4	$208K	Hold	31,546	–	–	0.02%	212
2022 Q3	$191K	Hold	31,546	–	–	0.02%	178
2022 Q2	$209K	Sell	31,546 -10,737	-25%	-$85.5K	0.03%	190
2022 Q1	$401K	Hold	42,283	–	–	0.05%	170
2021 Q4	$375K	Hold	42,283	–	–	0.04%	178
2021 Q3	$429K	Hold	42,283	–	–	0.05%	173
2021 Q2	$442K	Hold	42,283	–	–	0.05%	178
2021 Q1	$471K	Hold	42,283	–	–	0.09%	161
2020 Q4	$383K	Sell	42,283 -5,139	-11%	-$40K	0.08%	167
2020 Q3	$295K	Hold	47,422	–	–	0.05%	179
2020 Q2	$320K	Hold	47,422	–	–	0.05%	175
2020 Q1	$401K	Hold	47,422	–	–	0.09%	158
2019 Q4	$657K	Buy	+47,422	New	+$662K	0.1%	142

Other funds holding OGCP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

Transform Wealth's OGCP Position: Q4 2024 in Review

Transform Wealth sold out of Empire State Realty Series 60 (OGCP) in Q4 2024, closing a stake of 31,546 shares — an estimated $347K sold.

Transform Wealth first reported a position in OGCP in Q4 2019 and held it in 20 quarters. The position peaked at $657K in Q4 2019. 17 funds tracked by Wall St. Rank hold OGCP as of Q4 2024.

Transform Wealth reported no remaining Empire State Realty Series 60 position as of Q4 2024 after selling out during the quarter.
Transform Wealth sold 31,546 Empire State Realty Series 60 shares in Q4 2024, an estimated $347K.
Transform Wealth first reported a position in Empire State Realty Series 60 in Q4 2019 and held it in 20 quarters.
Transform Wealth's Empire State Realty Series 60 position peaked at $657K in Q4 2019.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.