TFA
IRD

Toth Financial Advisory’s Opus Genetics IRD Stock Holding History

Toth Financial Advisory’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
-1,001
Closed -$2.01K – 799
2024
Q1 		$2.01K Hold
1,001
– – ﹤0.01% 608
2023
Q4 		$3.01K Hold
1,001
– – ﹤0.01% 578
2023
Q3 		$3.35K Hold
1,001
– – ﹤0.01% 584
2023
Q2 		$4.34K Buy
+1,001
New +$4.75K ﹤0.01% 565

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

Toth Financial Advisory's IRD Position: Q2 2024 in Review

Toth Financial Advisory sold out of Opus Genetics (IRD) in Q2 2024, closing a stake of 1,001 shares — an estimated $2.01K sold.

Toth Financial Advisory first reported a position in IRD in Q2 2023 and held it in 4 quarters. The position peaked at $4.34K in Q2 2023. 37 funds tracked by Wall St. Rank hold IRD as of Q2 2024.

  • Toth Financial Advisory reported no remaining Opus Genetics position as of Q2 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 1,001 Opus Genetics shares in Q2 2024, an estimated $2.01K.
  • Toth Financial Advisory first reported a position in Opus Genetics in Q2 2023 and held it in 4 quarters.
  • Toth Financial Advisory's Opus Genetics position peaked at $4.34K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.