CAGAS
IRD

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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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.