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FineMark National Bank & Trust’s IRIDEX IRIX Stock Holding History

FineMark National Bank & Trust’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
2020
Q2 		– Sell
-39,000
Closed -$62K – 377
2020
Q1 		$62K Hold
39,000
– – ﹤0.01% 336
2019
Q4 		$87K Hold
39,000
– – ﹤0.01% 374
2019
Q3 		$72K Hold
39,000
– – ﹤0.01% 367
2019
Q2 		$177K Sell
39,000
-365
-0.9% -$1.78K 0.01% 349
2019
Q1 		$180K Buy
39,365
+8,500
+28% +$39.4K 0.01% 321
2018
Q4 		$145K Sell
30,865
-5,500
-15% -$27.4K 0.01% 318
2018
Q3 		$231K Sell
36,365
-4,650
-11% -$34.6K 0.01% 286
2018
Q2 		$285K Buy
41,015
+3,434
+9% +$22K 0.02% 324
2018
Q1 		$215K Hold
37,581
– – 0.01% 359
2017
Q4 		$286K Buy
37,581
+6,541
+21% +$55.9K 0.02% 304
2017
Q3 		$291K Hold
31,040
– – 0.02% 302
2017
Q2 		$307K Hold
31,040
– – 0.02% 282
2017
Q1 		$368K Buy
31,040
+26,675
+611% +$375K 0.03% 263
2016
Q4 		$61K Buy
4,365
+365
+9% +$5.18K ﹤0.01% 583
2016
Q3 		$58K Buy
+4,000
New +$60.8K 0.01% 571

Other funds holding IRIX

PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $953M AUM 18.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return