SWM
IRD

Spire Wealth Management’s Opus Genetics IRD Stock Holding History

Spire 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
2022
Q3 		– Sell
-9,002
Closed -$17K – 2652
2022
Q2 		$17K Hold
9,002
– – ﹤0.01% 1743
2022
Q1 		$29K Buy
+9,002
New +$30.8K ﹤0.01% 1665

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Spire Wealth Management's IRD Position: Q3 2022 in Review

Spire Wealth Management sold out of Opus Genetics (IRD) in Q3 2022, closing a stake of 9,002 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in IRD in Q1 2022 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 37 funds tracked by Wall St. Rank hold IRD as of Q3 2022.

  • Spire Wealth Management reported no remaining Opus Genetics position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 9,002 Opus Genetics shares in Q3 2022, an estimated $17K.
  • Spire Wealth Management first reported a position in Opus Genetics in Q1 2022 and held it in 2 quarters.
  • Spire Wealth Management's Opus Genetics position peaked at $29K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Opus Genetics as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.