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Sowell Financial Services’s Ocular Therapeutix OCUL Stock Holding History

Sowell Financial Services’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
-200
Closed -$3K – 2011
2021
Q1 		$3K Hold
200
– – ﹤0.01% 2750
2020
Q4 		$4K Hold
200
– – ﹤0.01% 2343
2020
Q3 		$2K Buy
200
+100
+100% +$830 ﹤0.01% 2245
2020
Q2 		$1K Hold
100
– – ﹤0.01% 2346
2020
Q1 		$0 Buy
+100
New +$494 ﹤0.01% 2609

Other funds holding OCUL

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SR
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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 $10.9B AUM 70.31% 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 $1.88T AUM 44.46% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Sowell Financial Services's OCUL Position: Q2 2021 in Review

Sowell Financial Services sold out of Ocular Therapeutix (OCUL) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in OCUL in Q1 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 149 funds tracked by Wall St. Rank hold OCUL as of Q2 2021.

  • Sowell Financial Services reported no remaining Ocular Therapeutix position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 200 Ocular Therapeutix shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Ocular Therapeutix in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Ocular Therapeutix position peaked at $4K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.