American Portfolios Advisors’s Ocular Therapeutix OCUL Stock Holding History

American Portfolios Advisors’s Portfolio OCUL Stock Details OCUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-300	Closed	-$912	–	2902
2019 Q3	$912	Hold	300	–	–	﹤0.01%	2657
2019 Q2	$1.32K	Hold	300	–	–	﹤0.01%	2552
2019 Q1	$1.19K	Hold	300	–	–	﹤0.01%	2462
2018 Q4	$1.19K	Hold	300	–	–	﹤0.01%	2234
2018 Q3	$2.06K	Hold	300	–	–	﹤0.01%	2226
2018 Q2	$2.02K	Hold	300	–	–	﹤0.01%	2192
2018 Q1	$1.95K	Hold	300	–	–	﹤0.01%	2110
2017 Q4	$1.33K	Buy	+300	New	+$1.53K	﹤0.01%	2116

Other funds holding OCUL

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHI

SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's OCUL Position: Q4 2019 in Review

American Portfolios Advisors sold out of Ocular Therapeutix (OCUL) in Q4 2019, closing a stake of 300 shares — an estimated $912 sold.

American Portfolios Advisors first reported a position in OCUL in Q4 2017 and held it in 8 quarters. The position peaked at $2.06K in Q3 2018. 79 funds tracked by Wall St. Rank hold OCUL as of Q4 2019.

American Portfolios Advisors reported no remaining Ocular Therapeutix position as of Q4 2019 after selling out during the quarter.
American Portfolios Advisors sold 300 Ocular Therapeutix shares in Q4 2019, an estimated $912.
American Portfolios Advisors first reported a position in Ocular Therapeutix in Q4 2017 and held it in 8 quarters.
American Portfolios Advisors's Ocular Therapeutix position peaked at $2.06K in Q3 2018.
79 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q4 2019.

Based on American Portfolios Advisors's 13F filing for Q4 2019, filed 24 Mar 2023.