FWM
IRD

FSA Wealth Management’s Opus Genetics IRD Stock Holding History

FSA Wealth Management’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
Q4 		– Sell
-5
Closed -$7 – 588
2024
Q3 		$7 Buy
+5
New +$8 ﹤0.01% 560
2024
Q1 		$10 Hold
5
– – ﹤0.01% 617
2023
Q4 		$0 Buy
+5
New +$15 ﹤0.01% 602
2020
Q3 		– Sell
-5
Closed – – 377
2020
Q2 		$0 Hold
5
– – ﹤0.01% 425
2020
Q1 		$0 Hold
5
– – ﹤0.01% 456
2019
Q4 		$0 Buy
+5
New +$38 ﹤0.01% 466

Other funds holding IRD

BCM
BIOS Capital Management Fort Worth, Texas $52.9M AUM 30.51% 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
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

FSA Wealth Management's IRD Position: Q4 2024 in Review

FSA Wealth Management sold out of Opus Genetics (IRD) in Q4 2024, closing a stake of 5 shares — an estimated $7 sold.

FSA Wealth Management first reported a position in IRD in Q4 2019 and held it in 6 quarters. The position peaked at $10 in Q1 2024. 43 funds tracked by Wall St. Rank hold IRD as of Q4 2024.

  • FSA Wealth Management reported no remaining Opus Genetics position as of Q4 2024 after selling out during the quarter.
  • FSA Wealth Management sold 5 Opus Genetics shares in Q4 2024, an estimated $7.
  • FSA Wealth Management first reported a position in Opus Genetics in Q4 2019 and held it in 6 quarters.
  • FSA Wealth Management's Opus Genetics position peaked at $10 in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Opus Genetics as of Q4 2024.

Based on FSA Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.