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Cornerstone Planning Group’s Opko Health OPK Stock Holding History

Cornerstone Planning Group’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
2025
Q1 		– Sell
-1
Closed -$1 – 1645
2024
Q4 		$1 Hold
1
– – ﹤0.01% 1399
2024
Q3 		$2 Hold
1
– – ﹤0.01% 1296
2024
Q2 		$2 Hold
1
– – ﹤0.01% 1249
2024
Q1 		$2 Hold
1
– – ﹤0.01% 1099
2023
Q4 		$2 Hold
1
– – ﹤0.01% 959
2023
Q3 		$2 Buy
+1
New +$2 ﹤0.01% 1206

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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Cornerstone Planning Group's OPK Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Opko Health (OPK) in Q1 2025, closing a stake of 1 share — an estimated $1 sold.

Cornerstone Planning Group first reported a position in OPK in Q3 2023 and held it in 6 quarters. The position peaked at $2 in Q3 2024. 255 funds tracked by Wall St. Rank hold OPK as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Opko Health position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Opko Health share in Q1 2025, an estimated $1.
  • Cornerstone Planning Group first reported a position in Opko Health in Q3 2023 and held it in 6 quarters.
  • Cornerstone Planning Group's Opko Health position peaked at $2 in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Opko Health as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.