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TCI Wealth Advisors’s Ocular Therapeutix OCUL Stock Holding History

TCI 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
2023
Q2 		– Sell
-100
Closed -$527 – 1555
2023
Q1 		$527 Sell
100
-100
-50% -$475 ﹤0.01% 2208
2022
Q4 		$562 Hold
200
– – ﹤0.01% 2203
2022
Q3 		$1K Hold
200
– – ﹤0.01% 2131
2022
Q2 		$1K Hold
200
– – ﹤0.01% 2175
2022
Q1 		$1K Sell
200
-622
-76% -$3.45K ﹤0.01% 2130
2021
Q4 		$6K Buy
+822
New +$6.38K ﹤0.01% 1556
2021
Q2 		– Sell
-99
Closed -$2K – 2406
2021
Q1 		$2K Buy
+99
New +$1.91K ﹤0.01% 1824

Other funds holding OCUL

SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TCI Wealth Advisors's OCUL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ocular Therapeutix (OCUL) in Q2 2023, closing a stake of 100 shares — an estimated $527 sold.

TCI Wealth Advisors first reported a position in OCUL in Q1 2021 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 135 funds tracked by Wall St. Rank hold OCUL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Ocular Therapeutix position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Ocular Therapeutix shares in Q2 2023, an estimated $527.
  • TCI Wealth Advisors first reported a position in Ocular Therapeutix in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Ocular Therapeutix position peaked at $6K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.