Frederick Baerenz is President at AOG Institutional Fund (NONE). They have made 8 open-market trades across 2 companies since 2022, most recently 2024-07-18.
CIK 0001906588
7 open-market purchases totalling $1.5M since 2022, against 1 sale. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| PrivateUnlisted | 66,806 | — |
Shares reported on the most recent Form 4, priced at the 2024-07-22 close. 1 holding could not be priced and is excluded from the total.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| PrivateAOG Institutional Fund | BUY | 2024-07-18 | 2024-07-22 | $16.30 | $150K | N/A | N/A | N/A |
| PrivateAOG Institutional Fund | SELL | 2024-07-01 | 2024-07-03 | $16.24 | $150K | N/A | N/A | N/A |
| PrivateAOG Institutional Fund | BUY | 2022-10-03 | 2024-04-08 | $15.69 | $246K | N/A | N/A | N/A |
| PrivateAOG Institutional Fund | BUY | 2022-09-01 | 2024-04-08 | $15.43 | $50K | N/A | N/A | N/A |
| NA | BUY | 2022-07-01 | 2022-09-07 | $15.30 | $80K | -8.7% | -0.7% | -0.7% |
| NA | BUY | 2022-05-02 | 2022-09-07 | $15.44 | $220K | -8.7% | -0.7% | -0.7% |
| NA | BUY | 2022-02-01 | 2022-09-07 | $15.00 | $200K | -8.7% | -0.7% | -0.7% |
| PrivateAOG Institutional Diversified Fund | BUY | 2022-02-01 | 2022-09-07 | $15.26 | $550K | N/A | N/A | N/A |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.