Financial Gravity Asset Management’s Opko Health OPK Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-2	Closed	-$128	–	1603
2023 Q2	$128	Buy	+2	New	+$3	﹤0.01%	1266
2023 Q1	–	Sell	-1	Closed	-$46	–	1495
2022 Q4	$46	Buy	+1	New	+$2	﹤0.01%	1237
2020 Q2	–	Sell	-20	Closed	-$27	–	613
2020 Q1	$27	Hold	20	–	–	﹤0.01%	999
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	1346
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1452
2019 Q2	$0	Hold	20	–	–	﹤0.01%	1544
2019 Q1	$0	Buy	+20	New	+$61	﹤0.01%	1479
2018 Q3	$0	Buy	20 +2	+11%	+$11	﹤0.01%	1552
2018 Q2	$0	Hold	18	–	–	﹤0.01%	1555
2018 Q1	$0	Buy	+18	New	+$72	﹤0.01%	1472

Other funds holding OPK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Gravity Asset Management's OPK Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Opko Health (OPK) in Q3 2023, closing a stake of 2 shares — an estimated $128 sold.

Financial Gravity Asset Management first reported a position in OPK in Q1 2018 and held it in 10 quarters. The position peaked at $1K in Q4 2019. 225 funds tracked by Wall St. Rank hold OPK as of Q3 2023.

Financial Gravity Asset Management reported no remaining Opko Health position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Opko Health shares in Q3 2023, an estimated $128.
Financial Gravity Asset Management first reported a position in Opko Health in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Opko Health position peaked at $1K in Q4 2019.
225 funds tracked by Wall St. Rank held Opko Health as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.