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Certified Advisory Corp’s Opko Health OPK Stock Holding History

Certified Advisory Corp’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
-11,000
Closed -$16.1K – 281
2023
Q1 		$16.1K Hold
11,000
– – ﹤0.01% 261
2022
Q4 		$13.8K Buy
+11,000
New +$17.3K ﹤0.01% 232

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Certified Advisory Corp's OPK Position: Q2 2023 in Review

Certified Advisory Corp sold out of Opko Health (OPK) in Q2 2023, closing a stake of 11,000 shares — an estimated $16.1K sold.

Certified Advisory Corp first reported a position in OPK in Q4 2022 and held it in 2 quarters. The position peaked at $16.1K in Q1 2023. 230 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

  • Certified Advisory Corp reported no remaining Opko Health position as of Q2 2023 after selling out during the quarter.
  • Certified Advisory Corp sold 11,000 Opko Health shares in Q2 2023, an estimated $16.1K.
  • Certified Advisory Corp first reported a position in Opko Health in Q4 2022 and held it in 2 quarters.
  • Certified Advisory Corp's Opko Health position peaked at $16.1K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

Based on Certified Advisory Corp's 13F filing for Q2 2023, filed 14 Aug 2023.