CFGS
IRD

Concourse Financial Group Securities’s Opus Genetics IRD Stock Holding History

Concourse Financial Group Securities’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
2024
Q3 		– Sell
-727
Closed -$1.12K – 2394
2024
Q2 		$1.11K Sell
727
-455
-38% -$787 ﹤0.01% 2107
2024
Q1 		$2.38K Hold
1,182
– – ﹤0.01% 2023
2023
Q4 		$3.56K Hold
1,182
– – ﹤0.01% 1927
2023
Q3 		$3.96K Hold
1,182
– – ﹤0.01% 1875
2023
Q2 		$5.13K Buy
+1,182
New +$5.61K ﹤0.01% 1827

Other funds holding IRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $179M AUM 63.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concourse Financial Group Securities's IRD Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Opus Genetics (IRD) in Q3 2024, closing a stake of 727 shares — an estimated $1.12K sold.

Concourse Financial Group Securities first reported a position in IRD in Q2 2023 and held it in 5 quarters. The position peaked at $5.13K in Q2 2023. 38 funds tracked by Wall St. Rank hold IRD as of Q3 2024.

  • Concourse Financial Group Securities reported no remaining Opus Genetics position as of Q3 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 727 Opus Genetics shares in Q3 2024, an estimated $1.12K.
  • Concourse Financial Group Securities first reported a position in Opus Genetics in Q2 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's Opus Genetics position peaked at $5.13K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Opus Genetics as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.