Abound Wealth Management’s Opko Health OPK Stock Holding History

Abound Wealth Management’s Portfolio OPK Stock Details OPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-351	Closed	-$422	–	1273
2024 Q1	$422	Buy	+351	New	+$351	﹤0.01%	961

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Abound Wealth Management's OPK Position: Q2 2024 in Review

Abound Wealth Management sold out of Opko Health (OPK) in Q2 2024, closing a stake of 351 shares — an estimated $422 sold.

Abound Wealth Management first reported a position in OPK in Q1 2024 and held it in 1 quarter. The position peaked at $422 in Q1 2024. 232 funds tracked by Wall St. Rank hold OPK as of Q2 2024.

Abound Wealth Management reported no remaining Opko Health position as of Q2 2024 after selling out during the quarter.
Abound Wealth Management sold 351 Opko Health shares in Q2 2024, an estimated $422.
Abound Wealth Management first reported a position in Opko Health in Q1 2024 and held it in 1 quarter.
Abound Wealth Management's Opko Health position peaked at $422 in Q1 2024.
232 funds tracked by Wall St. Rank held Opko Health as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.