RWA
OCUL icon

River Wealth Advisors’s Ocular Therapeutix OCUL Stock Holding History

River Wealth Advisors’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
-10,000
Closed -$44.6K – 216
2023
Q4 		$44.6K Buy
+10,000
New +$29.6K 0.01% 206

Other funds holding OCUL

SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

River Wealth Advisors's OCUL Position: Q1 2024 in Review

River Wealth Advisors sold out of Ocular Therapeutix (OCUL) in Q1 2024, closing a stake of 10,000 shares — an estimated $44.6K sold.

River Wealth Advisors first reported a position in OCUL in Q4 2023 and held it in 1 quarter. The position peaked at $44.6K in Q4 2023. 148 funds tracked by Wall St. Rank hold OCUL as of Q1 2024.

  • River Wealth Advisors reported no remaining Ocular Therapeutix position as of Q1 2024 after selling out during the quarter.
  • River Wealth Advisors sold 10,000 Ocular Therapeutix shares in Q1 2024, an estimated $44.6K.
  • River Wealth Advisors first reported a position in Ocular Therapeutix in Q4 2023 and held it in 1 quarter.
  • River Wealth Advisors's Ocular Therapeutix position peaked at $44.6K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2024.

Based on River Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.