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Advisornet Financial’s Option Care Health OPCH Stock Holding History

Advisornet Financial’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$235 – 2158
2024
Q1 		$235 Sell
7
-22
-76% -$712 ﹤0.01% 1960
2023
Q4 		$977 Buy
29
+1
+4% +$31 ﹤0.01% 1891
2023
Q3 		$906 Buy
28
+1
+4% +$34 ﹤0.01% 1816
2023
Q2 		$877 Buy
27
+1
+4% +$30 ﹤0.01% 1918
2023
Q1 		$826 Buy
26
+2
+8% +$60 ﹤0.01% 1937
2022
Q4 		$722 Buy
+24
New +$745 ﹤0.01% 1930

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisornet Financial's OPCH Position: Q2 2024 in Review

Advisornet Financial sold out of Option Care Health (OPCH) in Q2 2024, closing a stake of 7 shares — an estimated $235 sold.

Advisornet Financial first reported a position in OPCH in Q4 2022 and held it in 6 quarters. The position peaked at $977 in Q4 2023. 342 funds tracked by Wall St. Rank hold OPCH as of Q2 2024.

  • Advisornet Financial reported no remaining Option Care Health position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 7 Option Care Health shares in Q2 2024, an estimated $235.
  • Advisornet Financial first reported a position in Option Care Health in Q4 2022 and held it in 6 quarters.
  • Advisornet Financial's Option Care Health position peaked at $977 in Q4 2023.
  • 342 funds tracked by Wall St. Rank held Option Care Health as of Q2 2024.

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