LPL Financial
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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 $72.6B AUM 54.88% 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 $5.69B AUM 60.64% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 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 $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's IRIX Position: Q1 2021 in Review

LPL Financial sold out of IRIDEX (IRIX) in Q1 2021, closing a stake of 20,033 shares — an estimated $50K sold.

LPL Financial first reported a position in IRIX in Q2 2019 and held it in 7 quarters. The position peaked at $82K in Q2 2019. 29 funds tracked by Wall St. Rank hold IRIX as of Q1 2021.

  • LPL Financial reported no remaining IRIDEX position as of Q1 2021 after selling out during the quarter.
  • LPL Financial sold 20,033 IRIDEX shares in Q1 2021, an estimated $50K.
  • LPL Financial first reported a position in IRIDEX in Q2 2019 and held it in 7 quarters.
  • LPL Financial's IRIDEX position peaked at $82K in Q2 2019.
  • 29 funds tracked by Wall St. Rank held IRIDEX as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.