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Opal Wealth Advisors’s MillerKnoll MLKN Stock Holding History

Opal Wealth Advisors’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,207
Closed -$85K – 794
2024
Q2 		$85K Buy
+3,207
New +$84.4K 0.03% 296

Other funds holding MLKN

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Opal Wealth Advisors's MLKN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of MillerKnoll (MLKN) in Q3 2024, closing a stake of 3,207 shares — an estimated $85K sold.

Opal Wealth Advisors first reported a position in MLKN in Q2 2024 and held it in 1 quarter. The position peaked at $85K in Q2 2024. 229 funds tracked by Wall St. Rank hold MLKN as of Q3 2024.

  • Opal Wealth Advisors reported no remaining MillerKnoll position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 3,207 MillerKnoll shares in Q3 2024, an estimated $85K.
  • Opal Wealth Advisors first reported a position in MillerKnoll in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's MillerKnoll position peaked at $85K in Q2 2024.
  • 229 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.