Alliance Wealth Advisors (Utah)’s Option Care Health OPCH Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q4	–	Sell	-17,784	Closed	-$557K	–	267
2024 Q3	$557K	Buy	17,784 +1,234	+7%	+$37.9K	0.15%	142
2024 Q2	$458K	Buy	16,550 +1,512	+10%	+$45.1K	0.13%	144
2024 Q1	$504K	Buy	15,038 +1,916	+15%	+$62K	0.15%	136
2023 Q4	$442K	Buy	13,122 +1,888	+17%	+$58K	0.15%	148
2023 Q3	$363K	Buy	11,234 +802	+8%	+$27K	0.13%	158
2023 Q2	$339K	Buy	10,432 +1,277	+14%	+$38.5K	0.13%	163
2023 Q1	$291K	Buy	9,155 +832	+10%	+$24.9K	0.12%	178
2022 Q4	$250K	Buy	+8,323	New	+$258K	0.11%	186

Other funds holding OPCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s OPCH Position: Q4 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Option Care Health (OPCH) in Q4 2024, closing a stake of 17,784 shares — an estimated $557K sold.

Alliance Wealth Advisors (Utah) first reported a position in OPCH in Q4 2022 and held it in 8 quarters. The position peaked at $557K in Q3 2024. 344 funds tracked by Wall St. Rank hold OPCH as of Q4 2024.

Alliance Wealth Advisors (Utah) reported no remaining Option Care Health position as of Q4 2024 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 17,784 Option Care Health shares in Q4 2024, an estimated $557K.
Alliance Wealth Advisors (Utah) first reported a position in Option Care Health in Q4 2022 and held it in 8 quarters.
Alliance Wealth Advisors (Utah)'s Option Care Health position peaked at $557K in Q3 2024.
344 funds tracked by Wall St. Rank held Option Care Health as of Q4 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2024, filed 24 Jan 2025.