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Dogwood Wealth Management’s Opko Health OPK Stock Holding History

Dogwood Wealth Management’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
Q2 		– Sell
-2,000
Closed -$2.4K – 644
2024
Q1 		$2.4K Buy
+2,000
New +$2K ﹤0.01% 211

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Northern Trust
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Goldman Sachs
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VOYA Investment Management
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Dogwood Wealth Management's OPK Position: Q2 2024 in Review

Dogwood Wealth Management sold out of Opko Health (OPK) in Q2 2024, closing a stake of 2,000 shares — an estimated $2.4K sold.

Dogwood Wealth Management first reported a position in OPK in Q1 2024 and held it in 1 quarter. The position peaked at $2.4K in Q1 2024. 232 funds tracked by Wall St. Rank hold OPK as of Q2 2024.

  • Dogwood Wealth Management reported no remaining Opko Health position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 2,000 Opko Health shares in Q2 2024, an estimated $2.4K.
  • Dogwood Wealth Management first reported a position in Opko Health in Q1 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's Opko Health position peaked at $2.4K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Opko Health as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.