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JFS Wealth Advisors’s Opko Health OPK Stock Holding History

JFS Wealth Advisors’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
-273
Closed -$1K – 1985
2022
Q3 		$1K Buy
273
+211
+340% +$499 ﹤0.01% 1614
2022
Q2 		$0 Sell
62
-4,556
-99% -$13.3K ﹤0.01% 1882
2022
Q1 		$16K Buy
4,618
+67
+1% +$237 ﹤0.01% 665
2021
Q4 		$22K Buy
4,551
+151
+3% +$611 ﹤0.01% 551
2021
Q3 		$16K Buy
+4,400
New +$16.4K ﹤0.01% 579

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

JFS Wealth Advisors's OPK Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Opko Health (OPK) in Q4 2022, closing a stake of 273 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in OPK in Q3 2021 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 221 funds tracked by Wall St. Rank hold OPK as of Q4 2022.

  • JFS Wealth Advisors reported no remaining Opko Health position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 273 Opko Health shares in Q4 2022, an estimated $1K.
  • JFS Wealth Advisors first reported a position in Opko Health in Q3 2021 and held it in 5 quarters.
  • JFS Wealth Advisors's Opko Health position peaked at $22K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Opko Health as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.