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Destination Wealth Management’s IRIDEX IRIX Stock Holding History

Destination Wealth Management’s Portfolio IRIX Stock Details IRIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,500
Closed -$25K – 311
2019
Q2 		$25K Hold
5,500
– – ﹤0.01% 363
2019
Q1 		$25K Hold
5,500
– – ﹤0.01% 368
2018
Q4 		$26K Hold
5,500
– – ﹤0.01% 334
2018
Q3 		$35K Buy
+5,500
New +$40.9K ﹤0.01% 345
2018
Q2 		– Sell
-5,500
Closed -$31K – 581
2018
Q1 		$31K Buy
+5,500
New +$38.1K ﹤0.01% 297
2015
Q3 		– Sell
-34,106
Closed -$281K – 165
2015
Q2 		$281K Buy
+34,106
New +$318K 0.02% 205

Other funds holding IRIX

PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $142M AUM 783.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $953M AUM 18.74% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return