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TrinityPoint Wealth’s Organogenesis Holdings ORGO Stock Holding History

TrinityPoint Wealth’s Portfolio ORGO Stock Details ORGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,461
Closed -$30.8K – 287
2023
Q1 		$30.8K Sell
14,461
-4,100
-22% -$10.1K 0.01% 270
2022
Q4 		$49.9K Buy
18,561
+1,920
+12% +$5.6K 0.01% 274
2022
Q3 		$54K Buy
16,641
+3,733
+29% +$16.9K 0.01% 274
2022
Q2 		$63K Buy
+12,908
New +$79.5K 0.01% 273

Other funds holding ORGO

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrinityPoint Wealth's ORGO Position: Q2 2023 in Review

TrinityPoint Wealth sold out of Organogenesis Holdings (ORGO) in Q2 2023, closing a stake of 14,461 shares — an estimated $30.8K sold.

TrinityPoint Wealth first reported a position in ORGO in Q2 2022 and held it in 4 quarters. The position peaked at $63K in Q2 2022. 113 funds tracked by Wall St. Rank hold ORGO as of Q2 2023.

  • TrinityPoint Wealth reported no remaining Organogenesis Holdings position as of Q2 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 14,461 Organogenesis Holdings shares in Q2 2023, an estimated $30.8K.
  • TrinityPoint Wealth first reported a position in Organogenesis Holdings in Q2 2022 and held it in 4 quarters.
  • TrinityPoint Wealth's Organogenesis Holdings position peaked at $63K in Q2 2022.
  • 113 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q2 2023.

Based on TrinityPoint Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.