BDO Wealth Advisors’s Opko Health OPK Stock Holding History

BDO 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
2023 Q2	$152K	Hold	70,000	–	–	0.02%	288
2023 Q1	$102K	Hold	70,000	–	–	0.01%	321
2022 Q4	$87.5K	Hold	70,000	–	–	0.01%	348
2022 Q3	$132K	Hold	70,000	–	–	0.02%	299
2022 Q2	$177K	Hold	70,000	–	–	0.02%	265
2022 Q1	$241K	Buy	70,000 +3,000	+4%	+$10.6K	0.03%	244
2021 Q4	$322K	Buy	67,000 +6,000	+10%	+$24.3K	0.03%	226
2021 Q3	$223K	Hold	61,000	–	–	0.02%	268
2021 Q2	$247K	Hold	61,000	–	–	0.03%	259
2021 Q1	$262K	Hold	61,000	–	–	0.03%	248
2020 Q4	$241K	Hold	61,000	–	–	0.03%	216
2020 Q3	$225K	Buy	61,000 +1,000	+2%	+$4.22K	0.04%	209
2020 Q2	$205K	Hold	60,000	–	–	0.04%	216
2020 Q1	$80K	Hold	60,000	–	–	0.02%	294
2019 Q4	$88K	Hold	60,000	–	–	0.02%	257
2019 Q3	$125K	Hold	60,000	–	–	0.03%	239
2019 Q2	$146K	Hold	60,000	–	–	0.04%	218
2019 Q1	$157K	Hold	60,000	–	–	0.05%	190
2018 Q4	$181K	Sell	60,000 -500	-0.8%	-$1.7K	0.06%	158
2018 Q3	$209K	Hold	60,500	–	–	0.07%	152
2018 Q2	$284K	Hold	60,500	–	–	0.1%	126
2018 Q1	$192K	Buy	60,500 +60,000	+12,000%	+$242K	0.07%	130
2017 Q4	$2K	Hold	500	–	–	﹤0.01%	430
2017 Q3	$3K	Sell	500 -60,100	-99%	-$379K	﹤0.01%	379
2017 Q2	$399K	Buy	+60,600	New	+$425K	0.17%	93

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

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

BDO Wealth Advisors's OPK Position: Q2 2023 in Review

BDO Wealth Advisors held its Opko Health (OPK) position steady in Q2 2023 at 70,000 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #288.

BDO Wealth Advisors first reported a position in OPK in Q2 2017 and has held it in 25 quarters since. The position peaked at $399K in Q2 2017. 230 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

BDO Wealth Advisors held 70,000 shares of Opko Health worth $152K as of Q2 2023.
BDO Wealth Advisors left its Opko Health share count unchanged in Q2 2023.
Opko Health made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #288 holding.
BDO Wealth Advisors first reported a position in Opko Health in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Opko Health position peaked at $399K in Q2 2017.
230 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.