Clearview Wealth Advisors’s Ocular Therapeutix OCUL Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-466	Closed	-$2.4K	–	451
2023 Q2	$2.4K	Hold	466	–	–	﹤0.01%	505
2023 Q1	$2.46K	Hold	466	–	–	﹤0.01%	496
2022 Q4	$1.31K	Sell	466 -288	-38%	-$954	﹤0.01%	510
2022 Q3	$3K	Sell	754 -321	-30%	-$1.62K	﹤0.01%	461
2022 Q2	$4K	Hold	1,075	–	–	﹤0.01%	450
2022 Q1	$5K	Sell	1,075 -182	-14%	-$1.01K	﹤0.01%	453
2021 Q4	$9K	Hold	1,257	–	–	0.01%	439
2021 Q3	$13K	Hold	1,257	–	–	0.01%	385
2021 Q2	$18K	Sell	1,257 -719	-36%	-$10.9K	0.01%	352
2021 Q1	$32K	Buy	1,976 +415	+27%	+$7.99K	0.02%	277
2020 Q4	$32K	Buy	+1,561	New	+$23.2K	0.02%	246

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

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

DAM

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SAM

Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

Clearview Wealth Advisors's OCUL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Ocular Therapeutix (OCUL) in Q3 2023, closing a stake of 466 shares — an estimated $2.4K sold.

Clearview Wealth Advisors first reported a position in OCUL in Q4 2020 and held it in 11 quarters. The position peaked at $32K in Q1 2021. 113 funds tracked by Wall St. Rank hold OCUL as of Q3 2023.

Clearview Wealth Advisors reported no remaining Ocular Therapeutix position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 466 Ocular Therapeutix shares in Q3 2023, an estimated $2.4K.
Clearview Wealth Advisors first reported a position in Ocular Therapeutix in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Ocular Therapeutix position peaked at $32K in Q1 2021.
113 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.