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Baker Avenue Asset Management’s Opko Health OPK Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-586
Closed -$938 – 1147
2023
Q3 		$938 Hold
586
– – ﹤0.01% 1293
2023
Q2 		$1.27K Hold
586
– – ﹤0.01% 1101
2023
Q1 		$856 Buy
586
+398
+212% +$512 ﹤0.01% 1241
2022
Q4 		$235 Buy
+188
New +$296 ﹤0.01% 1531

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baker Avenue Asset Management's OPK Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Opko Health (OPK) in Q4 2023, closing a stake of 586 shares — an estimated $938 sold.

Baker Avenue Asset Management first reported a position in OPK in Q4 2022 and held it in 4 quarters. The position peaked at $1.27K in Q2 2023. 218 funds tracked by Wall St. Rank hold OPK as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Opko Health position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 586 Opko Health shares in Q4 2023, an estimated $938.
  • Baker Avenue Asset Management first reported a position in Opko Health in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Opko Health position peaked at $1.27K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Opko Health as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.