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Capital Performance Advisors’s Opko Health OPK Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-300
Closed -$447 – 1892
2024
Q3 		$447 Buy
+300
New +$445 ﹤0.01% 2301

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Capital Performance Advisors's OPK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Opko Health (OPK) in Q4 2024, closing a stake of 300 shares — an estimated $447 sold.

Capital Performance Advisors first reported a position in OPK in Q3 2024 and held it in 1 quarter. The position peaked at $447 in Q3 2024. 235 funds tracked by Wall St. Rank hold OPK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Opko Health position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 300 Opko Health shares in Q4 2024, an estimated $447.
  • Capital Performance Advisors first reported a position in Opko Health in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Opko Health position peaked at $447 in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Opko Health as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.