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Wealthcare Advisory Partners’s Oragenics OGEN Stock Holding History

Wealthcare Advisory Partners’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3
Closed -$5K – 1424
2021
Q1 		$5K Buy
+3
New +$5.45K ﹤0.01% 1661
2020
Q2 		– Sell
-3
Closed -$3K – 1037
2020
Q1 		$3K Buy
+3
New +$2.88K ﹤0.01% 1246

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Wealthcare Advisory Partners's OGEN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Oragenics (OGEN) in Q2 2021, closing a stake of 3 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in OGEN in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 17 funds tracked by Wall St. Rank hold OGEN as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Oragenics position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3 Oragenics shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in Oragenics in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Oragenics position peaked at $5K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Oragenics as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.