Kelly Financial Services’s Opko Health OPK Stock Holding History

Kelly Financial Services’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	-1,397	Closed	-$1.75K	–	554
2024 Q2	$1.75K	Hold	1,397	–	–	﹤0.01%	599
2024 Q1	$1.68K	Hold	1,397	–	–	﹤0.01%	622
2023 Q4	$2.11K	Sell	1,397 -2,000	-59%	-$2.89K	﹤0.01%	576
2023 Q3	$5.43K	Hold	3,397	–	–	﹤0.01%	449
2023 Q2	$7.37K	Hold	3,397	–	–	﹤0.01%	396
2023 Q1	$4.96K	Hold	3,397	–	–	﹤0.01%	427
2022 Q4	$4.25K	Hold	3,397	–	–	﹤0.01%	422
2022 Q3	$6.42K	Hold	3,397	–	–	﹤0.01%	370
2022 Q2	$8.59K	Hold	3,397	–	–	﹤0.01%	343
2022 Q1	$11.7K	Hold	3,397	–	–	0.01%	320
2021 Q4	$16.3K	Hold	3,397	–	–	0.01%	283
2021 Q3	$12.4K	Sell	3,397 -10,361	-75%	-$38.6K	0.01%	303
2021 Q2	$3.4M	Buy	13,758 +10,361	+305%	+$40.6K	0.13%	50
2021 Q1	$14.6K	Hold	3,397	–	–	0.01%	252
2020 Q4	$13.4K	Hold	3,397	–	–	0.01%	235
2020 Q3	$12.5K	Hold	3,397	–	–	0.01%	226
2020 Q2	$11.6K	Hold	3,397	–	–	0.01%	225
2020 Q1	$4.55K	Hold	3,397	–	–	0.01%	306
2019 Q4	$4.99K	Hold	3,397	–	–	﹤0.01%	301
2019 Q3	$7.1K	Hold	3,397	–	–	0.01%	267
2019 Q2	$8.29K	Hold	3,397	–	–	0.01%	241
2019 Q1	$8.87K	Buy	+3,397	New	+$10.3K	0.01%	233

Other funds holding OPK

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kelly Financial Services's OPK Position: Q3 2024 in Review

Kelly Financial Services sold out of Opko Health (OPK) in Q3 2024, closing a stake of 1,397 shares — an estimated $1.75K sold.

Kelly Financial Services first reported a position in OPK in Q1 2019 and held it in 22 quarters. The position peaked at $3.4M in Q2 2021. 234 funds tracked by Wall St. Rank hold OPK as of Q3 2024.

Kelly Financial Services reported no remaining Opko Health position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 1,397 Opko Health shares in Q3 2024, an estimated $1.75K.
Kelly Financial Services first reported a position in Opko Health in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Opko Health position peaked at $3.4M in Q2 2021.
234 funds tracked by Wall St. Rank held Opko Health as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.