LPL Financial
IRD

LPL Financial’s Opus Genetics IRD Stock Holding History

LPL Financial’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
Q1 		– Sell
-26,009
Closed -$78.3K – 5047
2023
Q4 		$78.3K Sell
26,009
-6,795
-21% -$20.1K ﹤0.01% 4588
2023
Q3 		$110K Buy
+32,804
New +$132K ﹤0.01% 4396
2022
Q1 		– Sell
-15,004
Closed -$56K – 4414
2021
Q4 		$56K Sell
15,004
-5,020
-25% -$20.1K ﹤0.01% 4221
2021
Q3 		$103K Buy
+20,024
New +$92.3K ﹤0.01% 4137

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's IRD Position: Q1 2024 in Review

LPL Financial sold out of Opus Genetics (IRD) in Q1 2024, closing a stake of 26,009 shares — an estimated $78.3K sold.

LPL Financial first reported a position in IRD in Q3 2021 and held it in 4 quarters. The position peaked at $110K in Q3 2023. 49 funds tracked by Wall St. Rank hold IRD as of Q1 2024.

  • LPL Financial reported no remaining Opus Genetics position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 26,009 Opus Genetics shares in Q1 2024, an estimated $78.3K.
  • LPL Financial first reported a position in Opus Genetics in Q3 2021 and held it in 4 quarters.
  • LPL Financial's Opus Genetics position peaked at $110K in Q3 2023.
  • 49 funds tracked by Wall St. Rank held Opus Genetics as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.