Aries Wealth Management’s Opko Health OPK Stock Holding History

Aries 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
2021 Q4	–	Sell	-15,200	Closed	-$55K	–	192
2021 Q3	$55K	Hold	15,200	–	–	0.02%	177
2021 Q2	$62K	Hold	15,200	–	–	0.03%	182
2021 Q1	$64K	Buy	15,200 +200	+1%	+$955	0.03%	173
2020 Q4	$66K	Buy	+15,000	New	+$62.6K	0.03%	161
2020 Q2	–	Sell	-10,000	Closed	-$12K	–	148
2020 Q1	$12K	Hold	10,000	–	–	0.01%	132
2019 Q4	$15K	Buy	+10,000	New	+$16.7K	0.01%	161

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Aries Wealth Management's OPK Position: Q4 2021 in Review

Aries Wealth Management sold out of Opko Health (OPK) in Q4 2021, closing a stake of 15,200 shares — an estimated $55K sold.

Aries Wealth Management first reported a position in OPK in Q4 2019 and held it in 6 quarters. The position peaked at $66K in Q4 2020. 236 funds tracked by Wall St. Rank hold OPK as of Q4 2021.

Aries Wealth Management reported no remaining Opko Health position as of Q4 2021 after selling out during the quarter.
Aries Wealth Management sold 15,200 Opko Health shares in Q4 2021, an estimated $55K.
Aries Wealth Management first reported a position in Opko Health in Q4 2019 and held it in 6 quarters.
Aries Wealth Management's Opko Health position peaked at $66K in Q4 2020.
236 funds tracked by Wall St. Rank held Opko Health as of Q4 2021.

Based on Aries Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.