LPL Financial
IRIX icon

LPL Financial’s IRIDEX IRIX Stock Holding History

LPL Financial’s Portfolio IRIX Stock Details IRIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-20,033
Closed -$50K – 4120
2020
Q4 		$50K Sell
20,033
-5,000
-20% -$9.43K ﹤0.01% 3730
2020
Q3 		$49K Hold
25,033
– – ﹤0.01% 3439
2020
Q2 		$53K Hold
25,033
– – ﹤0.01% 3347
2020
Q1 		$40K Hold
25,033
– – ﹤0.01% 3103
2019
Q4 		$56K Hold
25,033
– – ﹤0.01% 3267
2019
Q3 		$46K Buy
25,033
+7,000
+39% +$20.5K ﹤0.01% 3212
2019
Q2 		$82K Buy
+18,033
New +$87.9K ﹤0.01% 3167

Other funds holding IRIX

PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $953M AUM 18.74% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return