SWP
IRD

Stratos Wealth Partners’s Opus Genetics IRD Stock Holding History

Stratos Wealth Partners’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
-23,925
Closed -$80.1K – 1429
2023
Q3 		$80.1K Sell
23,925
-25,270
-51% -$101K ﹤0.01% 1238
2023
Q2 		$214K Buy
+49,195
New +$234K ﹤0.01% 1084

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

Stratos Wealth Partners's IRD Position: Q4 2023 in Review

Stratos Wealth Partners sold out of Opus Genetics (IRD) in Q4 2023, closing a stake of 23,925 shares — an estimated $80.1K sold.

Stratos Wealth Partners first reported a position in IRD in Q2 2023 and held it in 2 quarters. The position peaked at $214K in Q2 2023. 50 funds tracked by Wall St. Rank hold IRD as of Q4 2023.

  • Stratos Wealth Partners reported no remaining Opus Genetics position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 23,925 Opus Genetics shares in Q4 2023, an estimated $80.1K.
  • Stratos Wealth Partners first reported a position in Opus Genetics in Q2 2023 and held it in 2 quarters.
  • Stratos Wealth Partners's Opus Genetics position peaked at $214K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Opus Genetics as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.