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OneDigital Investment Advisors’s Option Care Health OPCH Stock Holding History

OneDigital Investment 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
Q1 		– Sell
-5,944
Closed -$200K – 1143
2023
Q4 		$200K Buy
+5,944
New +$183K ﹤0.01% 1060

Other funds holding OPCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

OneDigital Investment Advisors's OPCH Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Option Care Health (OPCH) in Q1 2024, closing a stake of 5,944 shares — an estimated $200K sold.

OneDigital Investment Advisors first reported a position in OPCH in Q4 2023 and held it in 1 quarter. The position peaked at $200K in Q4 2023. 341 funds tracked by Wall St. Rank hold OPCH as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining Option Care Health position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,944 Option Care Health shares in Q1 2024, an estimated $200K.
  • OneDigital Investment Advisors first reported a position in Option Care Health in Q4 2023 and held it in 1 quarter.
  • OneDigital Investment Advisors's Option Care Health position peaked at $200K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held Option Care Health as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.