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United Capital Financial Advisors’s Ocugen OCGN Stock Holding History

United Capital Financial Advisors’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
2019
Q3 		– Sell
-1,786
Closed -$20K – 1430
2019
Q2 		$20K Hold
1,786
– – ﹤0.01% 1447
2019
Q1 		$13K Sell
1,786
-3,433
-66% -$29.3K ﹤0.01% 1346
2018
Q4 		$28K Buy
+5,219
New +$166K ﹤0.01% 1264

Other funds holding OCGN

CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

United Capital Financial Advisors's OCGN Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Ocugen (OCGN) in Q3 2019, closing a stake of 1,786 shares — an estimated $20K sold.

United Capital Financial Advisors first reported a position in OCGN in Q4 2018 and held it in 3 quarters. The position peaked at $28K in Q4 2018. 14 funds tracked by Wall St. Rank hold OCGN as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Ocugen position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,786 Ocugen shares in Q3 2019, an estimated $20K.
  • United Capital Financial Advisors first reported a position in Ocugen in Q4 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's Ocugen position peaked at $28K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held Ocugen as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.