Stifel Financial
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Stifel Financial’s IRIDEX IRIX Stock Holding History

Stifel Financial’s Portfolio IRIX Stock Details IRIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,913
Closed -$32K – 3246
2020
Q4 		$32K Hold
12,913
– – ﹤0.01% 3005
2020
Q3 		$25K Sell
12,913
-927
-7% -$1.92K ﹤0.01% 2843
2020
Q2 		$29K Sell
13,840
-563
-4% -$1.06K ﹤0.01% 2794
2020
Q1 		$21K Sell
14,403
-117
-0.8% -$302 ﹤0.01% 2727
2019
Q4 		$29K Hold
14,520
– – ﹤0.01% 2942
2019
Q3 		$25K Hold
14,520
– – ﹤0.01% 2820
2019
Q2 		$65K Sell
14,520
-54
-0.4% -$263 ﹤0.01% 2849
2019
Q1 		$65K Buy
14,574
+115
+0.8% +$533 ﹤0.01% 2726
2018
Q4 		$66K Buy
+14,459
New +$72K ﹤0.01% 2591

Other funds holding IRIX

PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's IRIX Position: Q1 2021 in Review

Stifel Financial sold out of IRIDEX (IRIX) in Q1 2021, closing a stake of 12,913 shares — an estimated $32K sold.

Stifel Financial first reported a position in IRIX in Q4 2018 and held it in 9 quarters. The position peaked at $66K in Q4 2018. 29 funds tracked by Wall St. Rank hold IRIX as of Q1 2021.

  • Stifel Financial reported no remaining IRIDEX position as of Q1 2021 after selling out during the quarter.
  • Stifel Financial sold 12,913 IRIDEX shares in Q1 2021, an estimated $32K.
  • Stifel Financial first reported a position in IRIDEX in Q4 2018 and held it in 9 quarters.
  • Stifel Financial's IRIDEX position peaked at $66K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held IRIDEX as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.