OSAM
IRD

O'Shaughnessy Asset Management’s Opus Genetics IRD Stock Holding History

O'Shaughnessy Asset 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
2023
Q4 		– Sell
-18,137
Closed -$60.8K – 1804
2023
Q3 		$60.8K Buy
18,137
+6,612
+57% +$26.6K ﹤0.01% 1437
2023
Q2 		$50K Buy
+11,525
New +$54.7K ﹤0.01% 1348

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

O'Shaughnessy Asset Management's IRD Position: Q4 2023 in Review

O'Shaughnessy Asset Management sold out of Opus Genetics (IRD) in Q4 2023, closing a stake of 18,137 shares — an estimated $60.8K sold.

O'Shaughnessy Asset Management first reported a position in IRD in Q2 2023 and held it in 2 quarters. The position peaked at $60.8K in Q3 2023. 50 funds tracked by Wall St. Rank hold IRD as of Q4 2023.

  • O'Shaughnessy Asset Management reported no remaining Opus Genetics position as of Q4 2023 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 18,137 Opus Genetics shares in Q4 2023, an estimated $60.8K.
  • O'Shaughnessy Asset Management first reported a position in Opus Genetics in Q2 2023 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Opus Genetics position peaked at $60.8K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Opus Genetics as of Q4 2023.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.