SMFS
IRD

Squar Milner Financial Services’s Opus Genetics IRD Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-4
Closed – – 751
2020
Q1 		$0 Hold
4
– – ﹤0.01% 893
2019
Q4 		$0 Buy
+4
New +$30 ﹤0.01% 877
2019
Q3 		– Sell
-4
Closed – – 745
2019
Q2 		$0 Hold
4
– – ﹤0.01% 904
2019
Q1 		$0 Hold
4
– – ﹤0.01% 855
2018
Q4 		$0 Hold
4
– – ﹤0.01% 784
2018
Q3 		$0 Hold
4
– – ﹤0.01% 874
2018
Q2 		$0 Buy
+4
New +$352 ﹤0.01% 851

Other funds holding IRD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Squar Milner Financial Services's IRD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Opus Genetics (IRD) in Q2 2020, closing a stake of 4 shares.

Squar Milner Financial Services first reported a position in IRD in Q2 2018 and held it in 7 quarters. The position peaked at $0 in Q1 2020. 14 funds tracked by Wall St. Rank hold IRD as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Opus Genetics position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 4 Opus Genetics shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Opus Genetics in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Opus Genetics position peaked at $0 in Q1 2020.
  • 14 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.