Arkadios Wealth Advisors’s Opko Health OPK Stock Holding History

Arkadios 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	-25,000	Closed	-$120K	–	613
2021 Q4	$120K	Hold	25,000	–	–	0.02%	569
2021 Q3	$91K	Hold	25,000	–	–	0.01%	712
2021 Q2	$101K	Sell	25,000 -788	-3%	-$3.09K	0.01%	718
2021 Q1	$110K	Sell	25,788 -225	-0.9%	-$1.07K	0.02%	521
2020 Q4	$102K	Buy	26,013 +788	+3%	+$3.29K	0.02%	435
2020 Q3	$108K	Buy	25,225 +5,225	+26%	+$22.1K	0.05%	273
2020 Q2	$80.8K	Buy	20,000 +10,000	+100%	+$22.4K	0.04%	291
2020 Q1	$13.4K	Buy	+10,000	New	+$15.7K	0.01%	566

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

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

Arkadios Wealth Advisors sold out of Opko Health (OPK) in Q1 2022, closing a stake of 25,000 shares — an estimated $120K sold.

Arkadios Wealth Advisors first reported a position in OPK in Q1 2020 and held it in 8 quarters. The position peaked at $120K in Q4 2021. 229 funds tracked by Wall St. Rank hold OPK as of Q1 2022.

Arkadios Wealth Advisors reported no remaining Opko Health position as of Q1 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 25,000 Opko Health shares in Q1 2022, an estimated $120K.
Arkadios Wealth Advisors first reported a position in Opko Health in Q1 2020 and held it in 8 quarters.
Arkadios Wealth Advisors's Opko Health position peaked at $120K in Q4 2021.
229 funds tracked by Wall St. Rank held Opko Health as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.