TCI Wealth Advisors’s Opus Genetics IRD Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-2	Closed	-$8	–	2326
2023 Q1	$8	Hold	2	–	–	﹤0.01%	2505
2022 Q4	$7	Hold	2	–	–	﹤0.01%	2479
2022 Q3	$0	Hold	2	–	–	﹤0.01%	2632
2022 Q2	$0	Hold	2	–	–	﹤0.01%	2554
2022 Q1	$0	Hold	2	–	–	﹤0.01%	2500
2021 Q4	$0	Hold	2	–	–	﹤0.01%	2555
2021 Q3	$0	Hold	2	–	–	﹤0.01%	2601
2021 Q2	$0	Hold	2	–	–	﹤0.01%	2475
2021 Q1	$0	Hold	2	–	–	﹤0.01%	2248
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1687
2020 Q3	$0	Hold	2	–	–	﹤0.01%	1679
2020 Q2	$0	Hold	2	–	–	﹤0.01%	1699
2020 Q1	$0	Hold	2	–	–	﹤0.01%	1799
2019 Q4	$0	Buy	+2	New	+$15	﹤0.01%	1705
2016 Q4	–	Sell	-2	Closed	–	–	1464
2016 Q3	$0	Hold	2	–	–	﹤0.01%	1414
2016 Q2	$0	Hold	2	–	–	﹤0.01%	1389
2016 Q1	$0	Hold	2	–	–	﹤0.01%	1423
2015 Q4	$0	Hold	2	–	–	﹤0.01%	1095
2015 Q3	$1K	Hold	2	–	–	﹤0.01%	929
2015 Q2	$1K	Sell	2 -4	-67%	-$1.36K	﹤0.01%	919
2015 Q1	$2K	Buy	+6	New	+$2.18K	﹤0.01%	764

Other funds holding IRD

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

Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM

Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

TCI Wealth Advisors's IRD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Opus Genetics (IRD) in Q2 2023, closing a stake of 2 shares — an estimated $8 sold.

TCI Wealth Advisors first reported a position in IRD in Q1 2015 and held it in 21 quarters. The position peaked at $2K in Q1 2015. 49 funds tracked by Wall St. Rank hold IRD as of Q2 2023.

TCI Wealth Advisors reported no remaining Opus Genetics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2 Opus Genetics shares in Q2 2023, an estimated $8.
TCI Wealth Advisors first reported a position in Opus Genetics in Q1 2015 and held it in 21 quarters.
TCI Wealth Advisors's Opus Genetics position peaked at $2K in Q1 2015.
49 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.