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Patriot Financial Group Insurance Agency’s Ocular Therapeutix OCUL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-400
Closed -$6.08K – 2140
2021
Q1 		$7K Hold
400
– – ﹤0.01% 1473
2020
Q4 		$8K Hold
400
– – ﹤0.01% 1300
2020
Q3 		$3K Hold
400
– – ﹤0.01% 1383
2020
Q2 		$3K Hold
400
– – ﹤0.01% 1317
2020
Q1 		$2K Buy
400
+200
+100% +$987 ﹤0.01% 1320
2019
Q4 		$1K Hold
200
– – ﹤0.01% 1229
2019
Q3 		$1K Hold
200
– – ﹤0.01% 1212
2019
Q2 		$1K Hold
200
– – ﹤0.01% 1292
2019
Q1 		$1K Hold
200
– – ﹤0.01% 1145
2018
Q4 		$1K Buy
+200
New +$1.1K ﹤0.01% 924

Other funds holding OCUL

OM
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SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OCUL Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of Ocular Therapeutix (OCUL) in Q2 2021, closing a stake of 400 shares — an estimated $6.08K sold.

Patriot Financial Group Insurance Agency first reported a position in OCUL in Q4 2018 and held it in 10 quarters. The position peaked at $8K in Q4 2020. 149 funds tracked by Wall St. Rank hold OCUL as of Q2 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Ocular Therapeutix position as of Q2 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 400 Ocular Therapeutix shares in Q2 2021, an estimated $6.08K.
  • Patriot Financial Group Insurance Agency first reported a position in Ocular Therapeutix in Q4 2018 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Ocular Therapeutix position peaked at $8K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.