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EPG Wealth Management’s Ocular Therapeutix OCUL Stock Holding History

EPG Wealth 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
2020
Q2 		– Sell
-5,000
Closed -$25K – 570
2020
Q1 		$25K Hold
5,000
– – 0.02% 372
2019
Q4 		$20K Buy
+5,000
New +$17.4K 0.01% 352

Other funds holding OCUL

OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EPG Wealth Management's OCUL Position: Q2 2020 in Review

EPG Wealth Management sold out of Ocular Therapeutix (OCUL) in Q2 2020, closing a stake of 5,000 shares — an estimated $25K sold.

EPG Wealth Management first reported a position in OCUL in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2020. 106 funds tracked by Wall St. Rank hold OCUL as of Q2 2020.

  • EPG Wealth Management reported no remaining Ocular Therapeutix position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 5,000 Ocular Therapeutix shares in Q2 2020, an estimated $25K.
  • EPG Wealth Management first reported a position in Ocular Therapeutix in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Ocular Therapeutix position peaked at $25K in Q1 2020.
  • 106 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.