Kings Point Capital Management’s Opko Health OPK Stock Holding History

Kings Point Capital Management’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
2021 Q1	–	Sell	-12,225	Closed	-$48K	–	553
2020 Q4	$48K	Sell	12,225 -6,251	-34%	-$26.1K	0.01%	318
2020 Q3	$68K	Buy	18,476 +36	+0.2%	+$152	0.01%	280
2020 Q2	$63K	Hold	18,440	–	–	0.01%	258
2020 Q1	$25K	Hold	18,440	–	–	﹤0.01%	356
2019 Q4	$27K	Hold	18,440	–	–	﹤0.01%	384
2019 Q3	$39K	Hold	18,440	–	–	0.01%	328
2019 Q2	$45K	Buy	+18,440	New	+$40.2K	0.01%	271

Other funds holding OPK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kings Point Capital Management's OPK Position: Q1 2021 in Review

Kings Point Capital Management sold out of Opko Health (OPK) in Q1 2021, closing a stake of 12,225 shares — an estimated $48K sold.

Kings Point Capital Management first reported a position in OPK in Q2 2019 and held it in 7 quarters. The position peaked at $68K in Q3 2020. 239 funds tracked by Wall St. Rank hold OPK as of Q1 2021.

Kings Point Capital Management reported no remaining Opko Health position as of Q1 2021 after selling out during the quarter.
Kings Point Capital Management sold 12,225 Opko Health shares in Q1 2021, an estimated $48K.
Kings Point Capital Management first reported a position in Opko Health in Q2 2019 and held it in 7 quarters.
Kings Point Capital Management's Opko Health position peaked at $68K in Q3 2020.
239 funds tracked by Wall St. Rank held Opko Health as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.