Amplius Wealth Advisors’s Opko Health OPK Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-1,000	Closed	-$4K	–	679
2021 Q4	$4K	Buy	+1,000	New	+$4.05K	﹤0.01%	753

Other funds holding OPK

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

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

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

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Amplius Wealth Advisors's OPK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Opko Health (OPK) in Q1 2022, closing a stake of 1,000 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in OPK in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 229 funds tracked by Wall St. Rank hold OPK as of Q1 2022.

Amplius Wealth Advisors reported no remaining Opko Health position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 1,000 Opko Health shares in Q1 2022, an estimated $4K.
Amplius Wealth Advisors first reported a position in Opko Health in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Opko Health position peaked at $4K in Q4 2021.
229 funds tracked by Wall St. Rank held Opko Health as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.