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Baystate Wealth Management’s Opko Health OPK Stock Holding History

Baystate 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
2023
Q4 		$1.51K Buy
+1,000
New +$1.45K ﹤0.01% 1110
2021
Q4 		– Sell
-99
Closed – – 939
2021
Q3 		$0 Buy
+99
New +$368 ﹤0.01% 875

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

Baystate Wealth Management's OPK Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Opko Health (OPK) in Q4 2023: 1,000 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in OPK as recently as Q3 2021.

Baystate Wealth Management first reported a position in OPK in Q3 2021 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold OPK as of Q4 2023.

  • Baystate Wealth Management held 1,000 shares of Opko Health worth $1.51K as of Q4 2023.
  • Opko Health was a new Baystate Wealth Management position in Q4 2023.
  • Opko Health made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1110 holding.
  • Baystate Wealth Management first reported a position in Opko Health in Q3 2021 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Opko Health as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.