Envestnet Asset Management
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Envestnet Asset Management’s Ocular Therapeutix OCUL Stock Holding History

Envestnet Asset Management’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
2021
Q1 		– Sell
-12,305
Closed -$255K – 3554
2020
Q4 		$255K Buy
+12,305
New +$183K ﹤0.01% 3003

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SR
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Vanguard Group
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DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Asset Management's OCUL Position: Q1 2021 in Review

Envestnet Asset Management sold out of Ocular Therapeutix (OCUL) in Q1 2021, closing a stake of 12,305 shares — an estimated $255K sold.

Envestnet Asset Management first reported a position in OCUL in Q4 2020 and held it in 1 quarter. The position peaked at $255K in Q4 2020. 154 funds tracked by Wall St. Rank hold OCUL as of Q1 2021.

  • Envestnet Asset Management reported no remaining Ocular Therapeutix position as of Q1 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 12,305 Ocular Therapeutix shares in Q1 2021, an estimated $255K.
  • Envestnet Asset Management first reported a position in Ocular Therapeutix in Q4 2020 and held it in 1 quarter.
  • Envestnet Asset Management's Ocular Therapeutix position peaked at $255K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2021.

Based on Envestnet Asset Management's 13F filing for Q1 2021, filed 4 May 2021.