HFM
IRD

Hartford Financial Management’s Opus Genetics IRD Stock Holding History

Hartford Financial 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
2023
Q2 		– Sell
-1,000
Closed -$3.75K – 382
2023
Q1 		$3.75K Buy
+1,000
New +$3.59K ﹤0.01% 320

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Hartford Financial Management's IRD Position: Q2 2023 in Review

Hartford Financial Management sold out of Opus Genetics (IRD) in Q2 2023, closing a stake of 1,000 shares — an estimated $3.75K sold.

Hartford Financial Management first reported a position in IRD in Q1 2023 and held it in 1 quarter. The position peaked at $3.75K in Q1 2023. 49 funds tracked by Wall St. Rank hold IRD as of Q2 2023.

  • Hartford Financial Management reported no remaining Opus Genetics position as of Q2 2023 after selling out during the quarter.
  • Hartford Financial Management sold 1,000 Opus Genetics shares in Q2 2023, an estimated $3.75K.
  • Hartford Financial Management first reported a position in Opus Genetics in Q1 2023 and held it in 1 quarter.
  • Hartford Financial Management's Opus Genetics position peaked at $3.75K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2023.

Based on Hartford Financial Management's 13F filing for Q2 2023, filed 27 Jul 2023.