Northwest Wealth Management’s Opus Genetics IRD Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-83	Closed	-$2K	–	487
2019 Q1	$2K	Hold	83	–	–	﹤0.01%	492
2018 Q4	$4K	Hold	83	–	–	﹤0.01%	423
2018 Q3	$7K	Hold	83	–	–	0.01%	393
2018 Q2	$6K	Hold	83	–	–	﹤0.01%	397
2018 Q1	$6K	Buy	+83	New	+$7.54K	﹤0.01%	408
2017 Q2	–	Sell	-83	Closed	-$20K	–	96
2017 Q1	$20K	Hold	83	–	–	0.02%	93
2016 Q4	$6K	Buy	+83	New	+$6.75K	0.01%	89

Other funds holding IRD

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Wealth Management's IRD Position: Q2 2019 in Review

Northwest Wealth Management sold out of Opus Genetics (IRD) in Q2 2019, closing a stake of 83 shares — an estimated $2K sold.

Northwest Wealth Management first reported a position in IRD in Q4 2016 and held it in 7 quarters. The position peaked at $20K in Q1 2017. 16 funds tracked by Wall St. Rank hold IRD as of Q2 2019.

Northwest Wealth Management reported no remaining Opus Genetics position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 83 Opus Genetics shares in Q2 2019, an estimated $2K.
Northwest Wealth Management first reported a position in Opus Genetics in Q4 2016 and held it in 7 quarters.
Northwest Wealth Management's Opus Genetics position peaked at $20K in Q1 2017.
16 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.