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Focused Wealth Management’s Opko Health OPK Stock Holding History

Focused 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
2022
Q4 		– Sell
-50
Closed – – 1146
2022
Q3 		$0 Hold
50
– – ﹤0.01% 1023
2022
Q2 		$0 Hold
50
– – ﹤0.01% 1028
2022
Q1 		$0 Hold
50
– – ﹤0.01% 1068
2021
Q4 		$0 Hold
50
– – ﹤0.01% 1068
2021
Q3 		$0 Hold
50
– – ﹤0.01% 1074
2021
Q2 		$0 Hold
50
– – ﹤0.01% 1007
2021
Q1 		$0 Hold
50
– – ﹤0.01% 975
2020
Q4 		$0 Hold
50
– – ﹤0.01% 881
2020
Q3 		$0 Sell
50
-250
-83% -$1.05K ﹤0.01% 843
2020
Q2 		$1K Sell
300
-100
-25% -$224 ﹤0.01% 723
2020
Q1 		$1K Buy
+400
New +$627 ﹤0.01% 666
2017
Q4 		– Sell
-1,000
Closed -$7K – 727
2017
Q3 		$7K Buy
+1,000
New +$6.3K ﹤0.01% 481
2017
Q2 		– Sell
-700
Closed -$6K – 733
2017
Q1 		$6K Buy
+700
New +$5.89K ﹤0.01% 528

Other funds holding OPK

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Focused Wealth Management's OPK Position: Q4 2022 in Review

Focused Wealth Management sold out of Opko Health (OPK) in Q4 2022, closing a stake of 50 shares.

Focused Wealth Management first reported a position in OPK in Q1 2017 and held it in 13 quarters. The position peaked at $7K in Q3 2017. 221 funds tracked by Wall St. Rank hold OPK as of Q4 2022.

  • Focused Wealth Management reported no remaining Opko Health position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 50 Opko Health shares in Q4 2022.
  • Focused Wealth Management first reported a position in Opko Health in Q1 2017 and held it in 13 quarters.
  • Focused Wealth Management's Opko Health position peaked at $7K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held Opko Health as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.