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Institutional & Family Asset Management’s Kopin KOPN Stock Holding History

Institutional & Family Asset Management’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,000
Closed -$3.6K – 768
2024
Q1 		$3.6K Buy
+2,000
New +$4.44K ﹤0.01% 529
2021
Q3 		– Sell
-427
Closed -$3K – 943
2021
Q2 		$3K Hold
427
– – ﹤0.01% 779
2021
Q1 		$4K Buy
+427
New +$3.23K ﹤0.01% 721

Other funds holding KOPN

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Institutional & Family Asset Management's KOPN Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Kopin (KOPN) in Q2 2024, closing a stake of 2,000 shares — an estimated $3.6K sold.

Institutional & Family Asset Management first reported a position in KOPN in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 86 funds tracked by Wall St. Rank hold KOPN as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Kopin position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,000 Kopin shares in Q2 2024, an estimated $3.6K.
  • Institutional & Family Asset Management first reported a position in Kopin in Q1 2021 and held it in 3 quarters.
  • Institutional & Family Asset Management's Kopin position peaked at $4K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held Kopin as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.