Linscomb Wealth’s Opko Health OPK Stock Holding History

Linscomb 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 Q4	–	Sell	-11,000	Closed	-$40K	–	350
2021 Q3	$40K	Hold	11,000	–	–	﹤0.01%	334
2021 Q2	$45K	Hold	11,000	–	–	﹤0.01%	334
2021 Q1	$47K	Hold	11,000	–	–	﹤0.01%	329
2020 Q4	$43K	Buy	+11,000	New	+$45.9K	﹤0.01%	316

Other funds holding OPK

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Linscomb Wealth's OPK Position: Q4 2021 in Review

Linscomb Wealth sold out of Opko Health (OPK) in Q4 2021, closing a stake of 11,000 shares — an estimated $40K sold.

Linscomb Wealth first reported a position in OPK in Q4 2020 and held it in 4 quarters. The position peaked at $47K in Q1 2021. 236 funds tracked by Wall St. Rank hold OPK as of Q4 2021.

Linscomb Wealth reported no remaining Opko Health position as of Q4 2021 after selling out during the quarter.
Linscomb Wealth sold 11,000 Opko Health shares in Q4 2021, an estimated $40K.
Linscomb Wealth first reported a position in Opko Health in Q4 2020 and held it in 4 quarters.
Linscomb Wealth's Opko Health position peaked at $47K in Q1 2021.
236 funds tracked by Wall St. Rank held Opko Health as of Q4 2021.

Based on Linscomb Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.