IGWM
IRD

ICA Group Wealth Management’s Opus Genetics IRD Stock Holding History

ICA Group 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
Q2 		– Sell
-10
Closed -$20 – 1358
2024
Q1 		$20 Sell
10
-20
-67% -$51 ﹤0.01% 1346
2023
Q4 		$90 Buy
+30
New +$89 ﹤0.01% 1325
2023
Q3 		– Sell
-30
Closed -$130 – 1284
2023
Q2 		$130 Sell
30
-2
-6% -$9 ﹤0.01% 1307
2023
Q1 		$121 Hold
32
– – ﹤0.01% 1254
2022
Q4 		$113 Buy
+32
New +$84 ﹤0.01% 1293

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 $1.61T AUM 30.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 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
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ICA Group Wealth Management's IRD Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Opus Genetics (IRD) in Q2 2024, closing a stake of 10 shares — an estimated $20 sold.

ICA Group Wealth Management first reported a position in IRD in Q4 2022 and held it in 5 quarters. The position peaked at $130 in Q2 2023. 37 funds tracked by Wall St. Rank hold IRD as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Opus Genetics position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 10 Opus Genetics shares in Q2 2024, an estimated $20.
  • ICA Group Wealth Management first reported a position in Opus Genetics in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Opus Genetics position peaked at $130 in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.