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IHT Wealth Management’s Option Care Health OPCH Stock Holding History

IHT Wealth 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
2023
Q1 		– Sell
-9,352
Closed -$281K – 986
2022
Q4 		$281K Hold
9,352
– – 0.02% 684
2022
Q3 		$294K Buy
9,352
+419
+5% +$13.4K 0.02% 632
2022
Q2 		$248K Hold
8,933
– – 0.02% 593
2022
Q1 		$255K Hold
8,933
– – 0.02% 628
2021
Q4 		$254K Hold
8,933
– – 0.02% 666
2021
Q3 		$217K Buy
+8,933
New +$207K 0.02% 710

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IHT Wealth Management's OPCH Position: Q1 2023 in Review

IHT Wealth Management sold out of Option Care Health (OPCH) in Q1 2023, closing a stake of 9,352 shares — an estimated $281K sold.

IHT Wealth Management first reported a position in OPCH in Q3 2021 and held it in 6 quarters. The position peaked at $294K in Q3 2022. 282 funds tracked by Wall St. Rank hold OPCH as of Q1 2023.

  • IHT Wealth Management reported no remaining Option Care Health position as of Q1 2023 after selling out during the quarter.
  • IHT Wealth Management sold 9,352 Option Care Health shares in Q1 2023, an estimated $281K.
  • IHT Wealth Management first reported a position in Option Care Health in Q3 2021 and held it in 6 quarters.
  • IHT Wealth Management's Option Care Health position peaked at $294K in Q3 2022.
  • 282 funds tracked by Wall St. Rank held Option Care Health as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.