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Waverly Advisors’s Kopin KOPN Stock Holding History

Waverly Advisors’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,706
Closed -$14.6K – 1117
2024
Q4 		$14.6K Hold
10,706
– – ﹤0.01% 982
2024
Q3 		$7.82K Hold
10,706
– – ﹤0.01% 804
2024
Q2 		$8.99K Hold
10,706
– – ﹤0.01% 802
2024
Q1 		$19.3K Buy
+10,706
New +$23.8K ﹤0.01% 687

Other funds holding KOPN

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Waverly Advisors's KOPN Position: Q1 2025 in Review

Waverly Advisors sold out of Kopin (KOPN) in Q1 2025, closing a stake of 10,706 shares — an estimated $14.6K sold.

Waverly Advisors first reported a position in KOPN in Q1 2024 and held it in 4 quarters. The position peaked at $19.3K in Q1 2024. 109 funds tracked by Wall St. Rank hold KOPN as of Q1 2025.

  • Waverly Advisors reported no remaining Kopin position as of Q1 2025 after selling out during the quarter.
  • Waverly Advisors sold 10,706 Kopin shares in Q1 2025, an estimated $14.6K.
  • Waverly Advisors first reported a position in Kopin in Q1 2024 and held it in 4 quarters.
  • Waverly Advisors's Kopin position peaked at $19.3K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Kopin as of Q1 2025.

Based on Waverly Advisors's 13F filing for Q1 2025, filed 15 May 2025.