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Capital Performance Advisors’s Ocular Therapeutix OCUL Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-8,034
Closed -$69.9K – 1857
2024
Q3 		$69.9K Buy
+8,034
New +$66.2K 0.02% 263

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Capital Performance Advisors's OCUL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Ocular Therapeutix (OCUL) in Q4 2024, closing a stake of 8,034 shares — an estimated $69.9K sold.

Capital Performance Advisors first reported a position in OCUL in Q3 2024 and held it in 1 quarter. The position peaked at $69.9K in Q3 2024. 179 funds tracked by Wall St. Rank hold OCUL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Ocular Therapeutix position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 8,034 Ocular Therapeutix shares in Q4 2024, an estimated $69.9K.
  • Capital Performance Advisors first reported a position in Ocular Therapeutix in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Ocular Therapeutix position peaked at $69.9K in Q3 2024.
  • 179 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.