Benchmark Financial Wealth Advisors’s Opko Health OPK Stock Holding History

Benchmark Financial 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	–	Sell	-10,752	Closed	-$15.7K	–	75
2023 Q1	$15.7K	Hold	10,752	–	–	0.01%	69
2022 Q4	$13.4K	Hold	10,752	–	–	0.01%	70
2022 Q3	$20K	Sell	10,752 -32,750	-75%	-$77.4K	0.01%	68
2022 Q2	$110K	Sell	43,502 -5,000	-10%	-$14.6K	0.06%	71
2022 Q1	$167K	Hold	48,502	–	–	0.07%	76
2021 Q4	$233K	Hold	48,502	–	–	0.1%	64
2021 Q3	$177K	Hold	48,502	–	–	0.08%	66
2021 Q2	$196K	Hold	48,502	–	–	0.09%	66
2021 Q1	$208K	Buy	48,502 +5,000	+11%	+$23.9K	0.11%	57
2020 Q4	$172K	Sell	43,502 -2,062	-5%	-$8.61K	0.09%	66
2020 Q3	$168K	Buy	45,564 +25,564	+128%	+$108K	0.11%	60
2020 Q2	$68K	Buy	+20,000	New	+$44.8K	0.05%	55

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

Benchmark Financial Wealth Advisors's OPK Position: Q2 2023 in Review

Benchmark Financial Wealth Advisors sold out of Opko Health (OPK) in Q2 2023, closing a stake of 10,752 shares — an estimated $15.7K sold.

Benchmark Financial Wealth Advisors first reported a position in OPK in Q2 2020 and held it in 12 quarters. The position peaked at $233K in Q4 2021. 230 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

Benchmark Financial Wealth Advisors reported no remaining Opko Health position as of Q2 2023 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 10,752 Opko Health shares in Q2 2023, an estimated $15.7K.
Benchmark Financial Wealth Advisors first reported a position in Opko Health in Q2 2020 and held it in 12 quarters.
Benchmark Financial Wealth Advisors's Opko Health position peaked at $233K in Q4 2021.
230 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.