LFA
OPCH icon

LGT Financial Advisors’s Option Care Health OPCH Stock Holding History

LGT Financial Advisors’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-202
Closed -$6.32K – 759
2024
Q3 		$6.32K Hold
202
– – 0.02% 492
2024
Q2 		$5.59K Hold
202
– – 0.01% 579
2024
Q1 		$6.78K Hold
202
– – 0.01% 558
2023
Q4 		$6.8K Sell
202
-102
-34% -$3.13K 0.01% 559
2023
Q3 		$9.83K Buy
+304
New +$10.2K 0.01% 484

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LGT Financial Advisors's OPCH Position: Q4 2024 in Review

LGT Financial Advisors sold out of Option Care Health (OPCH) in Q4 2024, closing a stake of 202 shares — an estimated $6.32K sold.

LGT Financial Advisors first reported a position in OPCH in Q3 2023 and held it in 5 quarters. The position peaked at $9.83K in Q3 2023. 344 funds tracked by Wall St. Rank hold OPCH as of Q4 2024.

  • LGT Financial Advisors reported no remaining Option Care Health position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 202 Option Care Health shares in Q4 2024, an estimated $6.32K.
  • LGT Financial Advisors first reported a position in Option Care Health in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Option Care Health position peaked at $9.83K in Q3 2023.
  • 344 funds tracked by Wall St. Rank held Option Care Health as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.