KPW
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Kore Private Wealth’s Opko Health OPK Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-20,285
Closed -$82K – 462
2021
Q2 		$82K Buy
20,285
+285
+1% +$1.12K 0.01% 414
2021
Q1 		$86K Sell
20,000
-20,000
-50% -$95.5K 0.01% 363
2020
Q4 		$158K Buy
+40,000
New +$167K 0.02% 316

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
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kore Private Wealth's OPK Position: Q3 2021 in Review

Kore Private Wealth sold out of Opko Health (OPK) in Q3 2021, closing a stake of 20,285 shares — an estimated $82K sold.

Kore Private Wealth first reported a position in OPK in Q4 2020 and held it in 3 quarters. The position peaked at $158K in Q4 2020. 206 funds tracked by Wall St. Rank hold OPK as of Q3 2021.

  • Kore Private Wealth reported no remaining Opko Health position as of Q3 2021 after selling out during the quarter.
  • Kore Private Wealth sold 20,285 Opko Health shares in Q3 2021, an estimated $82K.
  • Kore Private Wealth first reported a position in Opko Health in Q4 2020 and held it in 3 quarters.
  • Kore Private Wealth's Opko Health position peaked at $158K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Opko Health as of Q3 2021.

Based on Kore Private Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.