AWM
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Activest Wealth Management’s Opko Health OPK Stock Holding History

Activest 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
Q1 		– Sell
-7,000
Closed -$7.01K – 398
2023
Q4 		$10.6K Hold
7,000
– – 0.01% 191
2023
Q3 		$11.2K Buy
+7,000
New +$12.8K 0.01% 167

Other funds holding OPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Activest Wealth Management's OPK Position: Q1 2024 in Review

Activest Wealth Management sold out of Opko Health (OPK) in Q1 2024, closing a stake of 7,000 shares — an estimated $7.01K sold.

Activest Wealth Management first reported a position in OPK in Q3 2023 and held it in 2 quarters. The position peaked at $11.2K in Q3 2023. 226 funds tracked by Wall St. Rank hold OPK as of Q1 2024.

  • Activest Wealth Management reported no remaining Opko Health position as of Q1 2024 after selling out during the quarter.
  • Activest Wealth Management sold 7,000 Opko Health shares in Q1 2024, an estimated $7.01K.
  • Activest Wealth Management first reported a position in Opko Health in Q3 2023 and held it in 2 quarters.
  • Activest Wealth Management's Opko Health position peaked at $11.2K in Q3 2023.
  • 226 funds tracked by Wall St. Rank held Opko Health as of Q1 2024.

Based on Activest Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.