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Diversify Advisory Services’s Option Care Health OPCH Stock Holding History

Diversify Advisory Services’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,349
Closed -$307K – 698
2024
Q1 		$307K Buy
+9,349
New +$303K 0.02% 535

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State Street
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Westfield Capital Management
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Thrivent Financial for Lutherans
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UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversify Advisory Services's OPCH Position: Q2 2024 in Review

Diversify Advisory Services sold out of Option Care Health (OPCH) in Q2 2024, closing a stake of 9,349 shares — an estimated $307K sold.

Diversify Advisory Services first reported a position in OPCH in Q1 2024 and held it in 1 quarter. The position peaked at $307K in Q1 2024. 342 funds tracked by Wall St. Rank hold OPCH as of Q2 2024.

  • Diversify Advisory Services reported no remaining Option Care Health position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 9,349 Option Care Health shares in Q2 2024, an estimated $307K.
  • Diversify Advisory Services first reported a position in Option Care Health in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Option Care Health position peaked at $307K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Option Care Health as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.