GI
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Gradient Investments’s Ocular Therapeutix OCUL Stock Holding History

Gradient Investments’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
Q1 		– Sell
-1
Closed -$4 – 1633
2023
Q4 		$4 Hold
1
– – ﹤0.01% 1822
2023
Q3 		$3 Hold
1
– – ﹤0.01% 1801
2023
Q2 		$5 Buy
+1
New +$6 ﹤0.01% 1756

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LGM
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Gradient Investments's OCUL Position: Q1 2024 in Review

Gradient Investments sold out of Ocular Therapeutix (OCUL) in Q1 2024, closing a stake of 1 share — an estimated $4 sold.

Gradient Investments first reported a position in OCUL in Q2 2023 and held it in 3 quarters. The position peaked at $5 in Q2 2023. 148 funds tracked by Wall St. Rank hold OCUL as of Q1 2024.

  • Gradient Investments reported no remaining Ocular Therapeutix position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Ocular Therapeutix share in Q1 2024, an estimated $4.
  • Gradient Investments first reported a position in Ocular Therapeutix in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Ocular Therapeutix position peaked at $5 in Q2 2023.
  • 148 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.