CAL
IRD

Capital Analysts LLC’s Opus Genetics IRD Stock Holding History

Capital Analysts LLC’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
2023
Q1 		– Sell
-1,636
Closed -$6K – 1091
2022
Q4 		$6K Hold
1,636
– – ﹤0.01% 906
2022
Q3 		$3K Buy
+1,636
New +$3.53K ﹤0.01% 972

Other funds holding IRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Analysts LLC's IRD Position: Q1 2023 in Review

Capital Analysts LLC sold out of Opus Genetics (IRD) in Q1 2023, closing a stake of 1,636 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in IRD in Q3 2022 and held it in 2 quarters. The position peaked at $6K in Q4 2022. 41 funds tracked by Wall St. Rank hold IRD as of Q1 2023.

  • Capital Analysts LLC reported no remaining Opus Genetics position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 1,636 Opus Genetics shares in Q1 2023, an estimated $6K.
  • Capital Analysts LLC first reported a position in Opus Genetics in Q3 2022 and held it in 2 quarters.
  • Capital Analysts LLC's Opus Genetics position peaked at $6K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held Opus Genetics as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.