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

Wealth Quarterback’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
2023
Q4 		– Sell
-10,783
Closed -$86.3K – 125
2023
Q3 		$86.3K Buy
+10,783
New +$89.2K 0.07% 108

Other funds holding OGCP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Transform Wealth
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Apexium Financial
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Wescott Financial Advisory Group
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Sterling Financial Group
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealth Quarterback's OGCP Position: Q4 2023 in Review

Wealth Quarterback sold out of Empire State Realty Series 60 (OGCP) in Q4 2023, closing a stake of 10,783 shares — an estimated $86.3K sold.

Wealth Quarterback first reported a position in OGCP in Q3 2023 and held it in 1 quarter. The position peaked at $86.3K in Q3 2023. 18 funds tracked by Wall St. Rank hold OGCP as of Q4 2023.

  • Wealth Quarterback reported no remaining Empire State Realty Series 60 position as of Q4 2023 after selling out during the quarter.
  • Wealth Quarterback sold 10,783 Empire State Realty Series 60 shares in Q4 2023, an estimated $86.3K.
  • Wealth Quarterback first reported a position in Empire State Realty Series 60 in Q3 2023 and held it in 1 quarter.
  • Wealth Quarterback's Empire State Realty Series 60 position peaked at $86.3K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2023.

Based on Wealth Quarterback's 13F filing for Q4 2023, filed 13 Feb 2024.