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WealthPlan Investment Management’s Organon & Co OGN Stock Holding History

WealthPlan Investment Management’s Portfolio OGN Stock Details OGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-104
Closed -$2.45K – 436
2023
Q1 		$2.45K Buy
+104
New +$2.79K ﹤0.01% 387

Other funds holding OGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

WealthPlan Investment Management's OGN Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Organon & Co (OGN) in Q2 2023, closing a stake of 104 shares — an estimated $2.45K sold.

WealthPlan Investment Management first reported a position in OGN in Q1 2023 and held it in 1 quarter. The position peaked at $2.45K in Q1 2023. 726 funds tracked by Wall St. Rank hold OGN as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Organon & Co position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 104 Organon & Co shares in Q2 2023, an estimated $2.45K.
  • WealthPlan Investment Management first reported a position in Organon & Co in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Organon & Co position peaked at $2.45K in Q1 2023.
  • 726 funds tracked by Wall St. Rank held Organon & Co as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.