MA
OPK icon

MONECO Advisors’s Opko Health OPK Stock Holding History

MONECO Advisors’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
2023
Q2 		– Sell
-22,274
Closed -$32.5K – 351
2023
Q1 		$32.5K Hold
22,274
– – 0.01% 321
2022
Q4 		$27.8K Hold
22,274
– – 0.01% 266
2022
Q3 		$42K Hold
22,274
– – 0.02% 242
2022
Q2 		$56K Buy
+22,274
New +$65K 0.02% 242

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MONECO Advisors's OPK Position: Q2 2023 in Review

MONECO Advisors sold out of Opko Health (OPK) in Q2 2023, closing a stake of 22,274 shares — an estimated $32.5K sold.

MONECO Advisors first reported a position in OPK in Q2 2022 and held it in 4 quarters. The position peaked at $56K in Q2 2022. 230 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

  • MONECO Advisors reported no remaining Opko Health position as of Q2 2023 after selling out during the quarter.
  • MONECO Advisors sold 22,274 Opko Health shares in Q2 2023, an estimated $32.5K.
  • MONECO Advisors first reported a position in Opko Health in Q2 2022 and held it in 4 quarters.
  • MONECO Advisors's Opko Health position peaked at $56K in Q2 2022.
  • 230 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

Based on MONECO Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.