Oxford Financial Group’s Clearside Biomedical CLSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,122
Closed -$252K 222
2020
Q4
$252K Hold
6,122
0.04% 157
2020
Q3
$141K Hold
6,122
0.02% 158
2020
Q2
$173K Hold
6,122
0.03% 153
2020
Q1
$156K Buy
+6,122
New +$226K 0.03% 153

Other funds holding CLSD

Oxford Financial Group's CLSD Position: Q1 2021 in Review

Oxford Financial Group sold out of Clearside Biomedical (CLSD) in Q1 2021, closing a stake of 6,122 shares — an estimated $252K sold.

Oxford Financial Group first reported a position in CLSD in Q1 2020 and held it in 4 quarters. The position peaked at $252K in Q4 2020. 51 funds tracked by Wall St. Rank hold CLSD as of Q1 2021.

  • Oxford Financial Group reported no remaining Clearside Biomedical position as of Q1 2021 after selling out during the quarter.
  • Oxford Financial Group sold 6,122 Clearside Biomedical shares in Q1 2021, an estimated $252K.
  • Oxford Financial Group first reported a position in Clearside Biomedical in Q1 2020 and held it in 4 quarters.
  • Oxford Financial Group's Clearside Biomedical position peaked at $252K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Clearside Biomedical as of Q1 2021.

Based on Oxford Financial Group's 13F filing for Q1 2021, filed 10 May 2021.