OIA
IRD

Optimum Investment Advisors’s Opus Genetics IRD Stock Holding History

Optimum Investment 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
2024
Q2 		– Sell
-1,000
Closed -$2.01K – 663
2024
Q1 		$2.01K Hold
1,000
– – ﹤0.01% 601
2023
Q4 		$3.01K Hold
1,000
– – ﹤0.01% 575
2023
Q3 		$3.35K Hold
1,000
– – ﹤0.01% 632
2023
Q2 		$4.34K Buy
+1,000
New +$4.75K ﹤0.01% 616

Other funds holding IRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Optimum Investment Advisors's IRD Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Opus Genetics (IRD) in Q2 2024, closing a stake of 1,000 shares — an estimated $2.01K sold.

Optimum Investment Advisors first reported a position in IRD in Q2 2023 and held it in 4 quarters. The position peaked at $4.34K in Q2 2023. 37 funds tracked by Wall St. Rank hold IRD as of Q2 2024.

  • Optimum Investment Advisors reported no remaining Opus Genetics position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Opus Genetics shares in Q2 2024, an estimated $2.01K.
  • Optimum Investment Advisors first reported a position in Opus Genetics in Q2 2023 and held it in 4 quarters.
  • Optimum Investment Advisors's Opus Genetics position peaked at $4.34K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.