WA
IRD

WFG Advisors’s Opus Genetics IRD Stock Holding History

WFG 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
2017
Q2 		$1K Buy
+10
New +$1.94K ﹤0.01% 1514
2015
Q4 		– Sell
-4
Closed -$1K – 1688
2015
Q3 		$1K Sell
4
-3
-43% -$815 ﹤0.01% 1539
2015
Q2 		$2K Hold
7
– – ﹤0.01% 1505
2015
Q1 		$3K Sell
7
-8
-53% -$2.9K ﹤0.01% 1495
2014
Q4 		$5K Buy
+15
New +$5.18K ﹤0.01% 1655
2013
Q4 		– Sell
-42
Closed -$9K – 2332
2013
Q3 		$9K Hold
42
– – ﹤0.01% 1571
2013
Q2 		$9K Buy
+42
New +$7.21K ﹤0.01% 1497

Other funds holding IRD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

WFG Advisors's IRD Position: Q2 2017 in Review

WFG Advisors opened a new position in Opus Genetics (IRD) in Q2 2017: 10 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: WFG Advisors previously reported a position in IRD as recently as Q3 2015.

WFG Advisors first reported a position in IRD in Q2 2013 and has held it in 7 quarters since. The position peaked at $9K in Q3 2013. 23 funds tracked by Wall St. Rank hold IRD as of Q2 2017.

  • WFG Advisors held 10 shares of Opus Genetics worth $1K as of Q2 2017.
  • Opus Genetics was a new WFG Advisors position in Q2 2017.
  • Opus Genetics made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1514 holding.
  • WFG Advisors first reported a position in Opus Genetics in Q2 2013 and has held it in 7 quarters since.
  • WFG Advisors's Opus Genetics position peaked at $9K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.