NECFA
IRD

New England Capital Financial Advisors’s Opus Genetics IRD Stock Holding History

New England Capital Financial Advisors’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
2023
Q4 		– Sell
-20
Closed -$67 – 412
2023
Q3 		$67 Hold
20
– – ﹤0.01% 389
2023
Q2 		$87 Hold
20
– – ﹤0.01% 382
2023
Q1 		$75 Hold
20
– – ﹤0.01% 425
2022
Q4 		$77 Buy
+20
New +$53 ﹤0.01% 429

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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

New England Capital Financial Advisors's IRD Position: Q4 2023 in Review

New England Capital Financial Advisors sold out of Opus Genetics (IRD) in Q4 2023, closing a stake of 20 shares — an estimated $67 sold.

New England Capital Financial Advisors first reported a position in IRD in Q4 2022 and held it in 4 quarters. The position peaked at $87 in Q2 2023. 50 funds tracked by Wall St. Rank hold IRD as of Q4 2023.

  • New England Capital Financial Advisors reported no remaining Opus Genetics position as of Q4 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 20 Opus Genetics shares in Q4 2023, an estimated $67.
  • New England Capital Financial Advisors first reported a position in Opus Genetics in Q4 2022 and held it in 4 quarters.
  • New England Capital Financial Advisors's Opus Genetics position peaked at $87 in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Opus Genetics as of Q4 2023.

Based on New England Capital Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.