STA
IRD

Summit Trail Advisors’s Opus Genetics IRD Stock Holding History

Summit Trail Advisors’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
2024
Q2 		– Sell
-10,545
Closed -$21.2K – 678
2024
Q1 		$21.2K Buy
+10,545
New +$26.7K ﹤0.01% 604

Other funds holding IRD

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Trail Advisors's IRD Position: Q2 2024 in Review

Summit Trail Advisors sold out of Opus Genetics (IRD) in Q2 2024, closing a stake of 10,545 shares — an estimated $21.2K sold.

Summit Trail Advisors first reported a position in IRD in Q1 2024 and held it in 1 quarter. The position peaked at $21.2K in Q1 2024. 37 funds tracked by Wall St. Rank hold IRD as of Q2 2024.

  • Summit Trail Advisors reported no remaining Opus Genetics position as of Q2 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 10,545 Opus Genetics shares in Q2 2024, an estimated $21.2K.
  • Summit Trail Advisors first reported a position in Opus Genetics in Q1 2024 and held it in 1 quarter.
  • Summit Trail Advisors's Opus Genetics position peaked at $21.2K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2024.

Based on Summit Trail Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.