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Archford Capital Strategies’s Ocular Therapeutix OCUL Stock Holding History

Archford Capital Strategies’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
2023
Q4 		– Sell
-20,000
Closed -$62.8K – 274
2023
Q3 		$62.8K Hold
20,000
– – 0.01% 266
2023
Q2 		$89.2K Hold
20,000
– – 0.02% 272
2023
Q1 		$98.4K Buy
+20,000
New +$95K 0.02% 271

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Vanguard Group
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Franklin Resources
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LGM
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Citadel Advisors
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DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Archford Capital Strategies's OCUL Position: Q4 2023 in Review

Archford Capital Strategies sold out of Ocular Therapeutix (OCUL) in Q4 2023, closing a stake of 20,000 shares — an estimated $62.8K sold.

Archford Capital Strategies first reported a position in OCUL in Q1 2023 and held it in 3 quarters. The position peaked at $98.4K in Q1 2023. 118 funds tracked by Wall St. Rank hold OCUL as of Q4 2023.

  • Archford Capital Strategies reported no remaining Ocular Therapeutix position as of Q4 2023 after selling out during the quarter.
  • Archford Capital Strategies sold 20,000 Ocular Therapeutix shares in Q4 2023, an estimated $62.8K.
  • Archford Capital Strategies first reported a position in Ocular Therapeutix in Q1 2023 and held it in 3 quarters.
  • Archford Capital Strategies's Ocular Therapeutix position peaked at $98.4K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q4 2023.

Based on Archford Capital Strategies's 13F filing for Q4 2023, filed 12 Jan 2024.