Wealth Enhancement Advisory Services
ORGN

Wealth Enhancement Advisory Services’s Origin Materials ORGN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ORGN Stock Details ORGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-670
Closed -$16.8K – 2550
2023
Q4 		$16.8K Hold
670
– – ﹤0.01% 2267
2023
Q3 		$25.7K Buy
+670
New +$52.6K ﹤0.01% 2187

Other funds holding ORGN

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Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's ORGN Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of Origin Materials (ORGN) in Q1 2024, closing a stake of 670 shares — an estimated $16.8K sold.

Wealth Enhancement Advisory Services first reported a position in ORGN in Q3 2023 and held it in 2 quarters. The position peaked at $25.7K in Q3 2023. 99 funds tracked by Wall St. Rank hold ORGN as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining Origin Materials position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 670 Origin Materials shares in Q1 2024, an estimated $16.8K.
  • Wealth Enhancement Advisory Services first reported a position in Origin Materials in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Origin Materials position peaked at $25.7K in Q3 2023.
  • 99 funds tracked by Wall St. Rank held Origin Materials as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.