Mackenzie Financial
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Mackenzie Financial’s IRIDEX IRIX Stock Holding History

Mackenzie 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
2023
Q4 		– Sell
-21,438
Closed -$58.7K – 1545
2023
Q3 		$58.7K Hold
21,438
– – ﹤0.01% 1396
2023
Q2 		$45.9K Hold
21,438
– – ﹤0.01% 1463
2023
Q1 		$44.6K Hold
21,438
– – ﹤0.01% 1449
2022
Q4 		$43.1K Buy
21,438
+2,400
+13% +$5.33K ﹤0.01% 1360
2022
Q3 		$46K Buy
19,038
+2,576
+16% +$7.04K ﹤0.01% 1362
2022
Q2 		$42K Buy
16,462
+4,418
+37% +$15K ﹤0.01% 1406
2022
Q1 		$56K Buy
+12,044
New +$59.5K ﹤0.01% 1367

Other funds holding IRIX

PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Mackenzie Financial's IRIX Position: Q4 2023 in Review

Mackenzie Financial sold out of IRIDEX (IRIX) in Q4 2023, closing a stake of 21,438 shares — an estimated $58.7K sold.

Mackenzie Financial first reported a position in IRIX in Q1 2022 and held it in 7 quarters. The position peaked at $58.7K in Q3 2023. 32 funds tracked by Wall St. Rank hold IRIX as of Q4 2023.

  • Mackenzie Financial reported no remaining IRIDEX position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 21,438 IRIDEX shares in Q4 2023, an estimated $58.7K.
  • Mackenzie Financial first reported a position in IRIDEX in Q1 2022 and held it in 7 quarters.
  • Mackenzie Financial's IRIDEX position peaked at $58.7K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held IRIDEX as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.