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Steward Partners Investment Advisory’s Kopin KOPN Stock Holding History

Steward Partners Investment Advisory’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,638
Closed -$2.23K – 4091
2024
Q4 		$2.23K Buy
+1,638
New +$1.57K ﹤0.01% 3608

Other funds holding KOPN

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 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

Steward Partners Investment Advisory's KOPN Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Kopin (KOPN) in Q1 2025, closing a stake of 1,638 shares — an estimated $2.23K sold.

Steward Partners Investment Advisory first reported a position in KOPN in Q4 2024 and held it in 1 quarter. The position peaked at $2.23K in Q4 2024. 109 funds tracked by Wall St. Rank hold KOPN as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Kopin position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,638 Kopin shares in Q1 2025, an estimated $2.23K.
  • Steward Partners Investment Advisory first reported a position in Kopin in Q4 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Kopin position peaked at $2.23K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Kopin as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.