IAA
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Independent Advisor Alliance’s Opko Health OPK Stock Holding History

Independent Advisor Alliance’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
2024
Q3 		– Sell
-12,151
Closed -$15.2K – 748
2024
Q2 		$15.2K Buy
12,151
+701
+6% +$909 ﹤0.01% 697
2024
Q1 		$13.7K Buy
+11,450
New +$11.5K ﹤0.01% 697

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Independent Advisor Alliance's OPK Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Opko Health (OPK) in Q3 2024, closing a stake of 12,151 shares — an estimated $15.2K sold.

Independent Advisor Alliance first reported a position in OPK in Q1 2024 and held it in 2 quarters. The position peaked at $15.2K in Q2 2024. 234 funds tracked by Wall St. Rank hold OPK as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Opko Health position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,151 Opko Health shares in Q3 2024, an estimated $15.2K.
  • Independent Advisor Alliance first reported a position in Opko Health in Q1 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Opko Health position peaked at $15.2K in Q2 2024.
  • 234 funds tracked by Wall St. Rank held Opko Health as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.