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Financial Advocates Investment Management’s Option Care Health OPCH Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-12,368
Closed -$390K – 830
2022
Q3 		$390K Buy
+12,368
New +$396K 0.03% 478

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's OPCH Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Option Care Health (OPCH) in Q4 2022, closing a stake of 12,368 shares — an estimated $390K sold.

Financial Advocates Investment Management first reported a position in OPCH in Q3 2022 and held it in 1 quarter. The position peaked at $390K in Q3 2022. 290 funds tracked by Wall St. Rank hold OPCH as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Option Care Health position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,368 Option Care Health shares in Q4 2022, an estimated $390K.
  • Financial Advocates Investment Management first reported a position in Option Care Health in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Option Care Health position peaked at $390K in Q3 2022.
  • 290 funds tracked by Wall St. Rank held Option Care Health as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.