Gradient Investments’s Opko Health OPK Stock Holding History

Gradient Investments’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 Q2	–	Sell	-1	Closed	-$1	–	1852
2023 Q1	$1	Buy	+1	New	+$1	﹤0.01%	1505
2019 Q1	–	Sell	-1,014	Closed	-$3K	–	963
2018 Q4	$3K	Hold	1,014	–	–	﹤0.01%	789
2018 Q3	$4K	Hold	1,014	–	–	﹤0.01%	769
2018 Q2	$5K	Hold	1,014	–	–	﹤0.01%	728
2018 Q1	$3K	Hold	1,014	–	–	﹤0.01%	785
2017 Q4	$5K	Buy	+1,014	New	+$5.88K	﹤0.01%	700
2017 Q3	–	Sell	-1,014	Closed	-$7K	–	556
2017 Q2	$7K	Hold	1,014	–	–	﹤0.01%	537
2017 Q1	$8K	Buy	+1,014	New	+$8.54K	﹤0.01%	547

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

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

Gradient Investments's OPK Position: Q2 2023 in Review

Gradient Investments sold out of Opko Health (OPK) in Q2 2023, closing a stake of 1 share — an estimated $1 sold.

Gradient Investments first reported a position in OPK in Q1 2017 and held it in 8 quarters. The position peaked at $8K in Q1 2017. 230 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

Gradient Investments reported no remaining Opko Health position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 1 Opko Health share in Q2 2023, an estimated $1.
Gradient Investments first reported a position in Opko Health in Q1 2017 and held it in 8 quarters.
Gradient Investments's Opko Health position peaked at $8K in Q1 2017.
230 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.