Freedom Investment Management’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,266
| Closed | -$17K | – | 821 |
|
|
2023
Q4 | $17K | Sell |
11,266
-7,733
| -41% | -$11.2K | ﹤0.01% | 740 |
|
|
2023
Q3 | $30.4K | Sell |
18,999
-698
| -4% | -$1.27K | ﹤0.01% | 662 |
|
|
2023
Q2 | $42.7K | Buy |
+19,697
| New | +$30.8K | ﹤0.01% | 686 |
|
|
2022
Q4 | – | Sell |
-10,283
| Closed | -$19.4K | – | 767 |
|
|
2022
Q3 | $19.4K | Buy |
+10,283
| New | +$24.3K | ﹤0.01% | 713 |
|
|
2021
Q4 | – | Sell |
-10,309
| Closed | -$38K | – | 895 |
|
|
2021
Q3 | $38K | Buy |
10,309
+208
| +2% | +$774 | ﹤0.01% | 804 |
|
|
2021
Q2 | $41K | Buy |
+10,101
| New | +$39.6K | ﹤0.01% | 862 |
|
|
2021
Q1 | – | Sell |
-11,807
| Closed | -$47K | – | 887 |
|
|
2020
Q4 | $47K | Sell |
11,807
-627
| -5% | -$2.62K | 0.01% | 606 |
|
|
2020
Q3 | $46K | Buy |
12,434
+580
| +5% | +$2.45K | 0.01% | 547 |
|
|
2020
Q2 | $40K | Buy |
+11,854
| New | +$26.5K | ﹤0.01% | 559 |
|
|
2019
Q4 | – | Sell |
-15,067
| Closed | -$31K | – | 699 |
|
|
2019
Q3 | $31K | Buy |
15,067
+1,505
| +11% | +$3.08K | ﹤0.01% | 682 |
|
|
2019
Q2 | $33K | Buy |
+13,562
| New | +$29.6K | ﹤0.01% | 680 |
|
|
2017
Q4 | – | Sell |
-51,135
| Closed | -$351K | – | 1160 |
|
|
2017
Q3 | $351K | Buy |
51,135
+11,354
| +29% | +$71.6K | 0.02% | 763 |
|
|
2017
Q2 | $262K | Buy |
39,781
+5,622
| +16% | +$39.4K | 0.01% | 860 |
|
|
2017
Q1 | $273K | Buy |
34,159
+3,607
| +12% | +$30.4K | 0.02% | 825 |
|
|
2016
Q4 | $284K | Buy |
30,552
+13,794
| +82% | +$143K | 0.02% | 717 |
|
|
2016
Q3 | $177K | Sell |
16,758
-2,449
| -13% | -$24.4K | 0.01% | 839 |
|
|
2016
Q2 | $179K | Sell |
19,207
-3,828
| -17% | -$38.9K | 0.01% | 776 |
|
|
2016
Q1 | $239K | Sell |
23,035
-6,784
| -23% | -$62K | 0.02% | 661 |
|
|
2015
Q4 | $300K | Buy |
+29,819
| New | +$299K | 0.02% | 557 |
|
|
2015
Q2 | – | Sell |
-73,696
| Closed | -$1.04M | – | 700 |
|
|
2015
Q1 | $1.04M | Sell |
73,696
-19,767
| -21% | -$257K | 0.12% | 128 |
|
|
2014
Q4 | $934K | Buy |
93,463
+1,359
| +1% | +$11.6K | 0.12% | 142 |
|
|
2014
Q3 | $784K | Buy |
92,104
+10,492
| +13% | +$92.2K | 0.14% | 136 |
|
|
2014
Q2 | $721K | Buy |
81,612
+19,787
| +32% | +$173K | 0.12% | 147 |
|
|
2014
Q1 | $576K | Buy |
61,825
+18,726
| +43% | +$164K | 0.12% | 156 |
|
|
2013
Q4 | $364K | Sell |
43,099
-2,612
| -6% | -$26.4K | 0.09% | 239 |
|
|
2013
Q3 | $403K | Buy |
45,711
+6,705
| +17% | +$53.8K | 0.11% | 152 |
|
|
2013
Q2 | $277K | Buy |
+39,006
| New | +$269K | 0.09% | 195 |
|
Other funds holding OPK
RCMNY
PCM
Freedom Investment Management's OPK Position: Q1 2024 in Review
Freedom Investment Management sold out of Opko Health (OPK) in Q1 2024, closing a stake of 11,266 shares — an estimated $17K sold.
Freedom Investment Management first reported a position in OPK in Q2 2013 and held it in 27 quarters. The position peaked at $1.04M in Q1 2015. 226 funds tracked by Wall St. Rank hold OPK as of Q1 2024.
- Freedom Investment Management reported no remaining Opko Health position as of Q1 2024 after selling out during the quarter.
- Freedom Investment Management sold 11,266 Opko Health shares in Q1 2024, an estimated $17K.
- Freedom Investment Management first reported a position in Opko Health in Q2 2013 and held it in 27 quarters.
- Freedom Investment Management's Opko Health position peaked at $1.04M in Q1 2015.
- 226 funds tracked by Wall St. Rank held Opko Health as of Q1 2024.
Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.