AWAU
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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

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BlackRock New York $5.7T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return