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Atria Wealth Solutions’s Opko Health OPK Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-10,000
Closed -$16.6K – 1766
2025
Q1 		$16.6K Sell
10,000
-12,400
-55% -$20.4K ﹤0.01% 1847
2024
Q4 		$32.9K Hold
22,400
– – ﹤0.01% 1950
2024
Q3 		$33.4K Buy
22,400
+12,400
+124% +$18.4K ﹤0.01% 1900
2024
Q2 		$12.5K Hold
10,000
– – ﹤0.01% 1911
2024
Q1 		$12K Sell
10,000
-6,000
-38% -$6K ﹤0.01% 1949
2023
Q4 		$24.2K Hold
16,000
– – ﹤0.01% 1910
2023
Q3 		$25.6K Hold
16,000
– – ﹤0.01% 1838
2023
Q2 		$34.7K Sell
16,000
-3,500
-18% -$5.47K ﹤0.01% 1828
2023
Q1 		$28.5K Buy
19,500
+3,500
+22% +$4.5K ﹤0.01% 1830
2022
Q4 		$20K Buy
+16,000
New +$25.2K ﹤0.01% 1778

Other funds holding OPK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return