Capital Advisory Group Advisory Services’s Opus Genetics IRD Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio IRD Stock Details IRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11	Closed	–	–	433
2019 Q3	$0	Hold	11	–	–	﹤0.01%	457
2019 Q2	$0	Hold	11	–	–	﹤0.01%	451
2019 Q1	$0	Sell	11 -8	-42%	-$265	﹤0.01%	433
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	391
2018 Q3	$2K	Hold	19	–	–	﹤0.01%	342
2018 Q2	$1K	Sell	19 -14	-42%	-$1.23K	﹤0.01%	350
2018 Q1	$3K	Buy	+33	New	+$3K	﹤0.01%	306

Other funds holding IRD

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Capital Advisory Group Advisory Services's IRD Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of Opus Genetics (IRD) in Q4 2019, closing a stake of 11 shares.

Capital Advisory Group Advisory Services first reported a position in IRD in Q1 2018 and held it in 7 quarters. The position peaked at $3K in Q1 2018. 17 funds tracked by Wall St. Rank hold IRD as of Q4 2019.

Capital Advisory Group Advisory Services reported no remaining Opus Genetics position as of Q4 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 11 Opus Genetics shares in Q4 2019.
Capital Advisory Group Advisory Services first reported a position in Opus Genetics in Q1 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Opus Genetics position peaked at $3K in Q1 2018.
17 funds tracked by Wall St. Rank held Opus Genetics as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.