Laird Norton Wetherby Wealth Management’s Opko Health OPK Stock Holding History

Laird Norton Wetherby Wealth 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
2024 Q1	–	Sell	-10,617	Closed	-$16K	–	976
2023 Q4	$16K	Sell	10,617 -608	-5%	-$879	﹤0.01%	922
2023 Q3	$18K	Hold	11,225	–	–	﹤0.01%	906
2023 Q2	$24.4K	Sell	11,225 -259	-2%	-$405	﹤0.01%	949
2023 Q1	$16.8K	Buy	+11,484	New	+$14.8K	﹤0.01%	925
2021 Q1	–	Sell	-15,146	Closed	-$60K	–	870
2020 Q4	$60K	Buy	+15,146	New	+$63.3K	﹤0.01%	898

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

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

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

RCMNY

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

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's OPK Position: Q1 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Opko Health (OPK) in Q1 2024, closing a stake of 10,617 shares — an estimated $16K sold.

Laird Norton Wetherby Wealth Management first reported a position in OPK in Q4 2020 and held it in 5 quarters. The position peaked at $60K in Q4 2020. 226 funds tracked by Wall St. Rank hold OPK as of Q1 2024.

Laird Norton Wetherby Wealth Management reported no remaining Opko Health position as of Q1 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,617 Opko Health shares in Q1 2024, an estimated $16K.
Laird Norton Wetherby Wealth Management first reported a position in Opko Health in Q4 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Opko Health position peaked at $60K in Q4 2020.
226 funds tracked by Wall St. Rank held Opko Health as of Q1 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.