KWM
IRD

Kingsview Wealth Management’s Opus Genetics IRD Stock Holding History

Kingsview 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
2017
Q2 		– Sell
-27
Closed -$7K – 400
2017
Q1 		$7K Buy
+27
New +$3.5K ﹤0.01% 253

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Vanguard Group
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AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Renaissance Technologies
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SM
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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Kingsview Wealth Management's IRD Position: Q2 2017 in Review

Kingsview Wealth Management sold out of Opus Genetics (IRD) in Q2 2017, closing a stake of 27 shares — an estimated $7K sold.

Kingsview Wealth Management first reported a position in IRD in Q1 2017 and held it in 1 quarter. The position peaked at $7K in Q1 2017. 23 funds tracked by Wall St. Rank hold IRD as of Q2 2017.

  • Kingsview Wealth Management reported no remaining Opus Genetics position as of Q2 2017 after selling out during the quarter.
  • Kingsview Wealth Management sold 27 Opus Genetics shares in Q2 2017, an estimated $7K.
  • Kingsview Wealth Management first reported a position in Opus Genetics in Q1 2017 and held it in 1 quarter.
  • Kingsview Wealth Management's Opus Genetics position peaked at $7K in Q1 2017.
  • 23 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2017.

Based on Kingsview Wealth Management's 13F filing for Q2 2017, filed 29 Jan 2020.