Oxford Financial Group’s Opko Health OPK Stock Holding History

Oxford Financial Group’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
2020 Q2	–	Sell	-11,100	Closed	-$15K	–	202
2020 Q1	$15K	Buy	+11,100	New	+$17.4K	﹤0.01%	190

Other funds holding OPK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oxford Financial Group's OPK Position: Q2 2020 in Review

Oxford Financial Group sold out of Opko Health (OPK) in Q2 2020, closing a stake of 11,100 shares — an estimated $15K sold.

Oxford Financial Group first reported a position in OPK in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 210 funds tracked by Wall St. Rank hold OPK as of Q2 2020.

Oxford Financial Group reported no remaining Opko Health position as of Q2 2020 after selling out during the quarter.
Oxford Financial Group sold 11,100 Opko Health shares in Q2 2020, an estimated $15K.
Oxford Financial Group first reported a position in Opko Health in Q1 2020 and held it in 1 quarter.
Oxford Financial Group's Opko Health position peaked at $15K in Q1 2020.
210 funds tracked by Wall St. Rank held Opko Health as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.