River Wealth Advisors’s Opko Health OPK Stock Holding History

River Wealth 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 Q4	–	Sell	-23,500	Closed	-$37.6K	–	213
2023 Q3	$37.6K	Buy	+23,500	New	+$42.8K	0.01%	199
2018 Q4	–	Sell	-300	Closed	-$1K	–	578
2018 Q3	$1K	Hold	300	–	–	﹤0.01%	561
2018 Q2	$1K	Buy	+300	New	+$1.14K	﹤0.01%	560

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

River Wealth Advisors's OPK Position: Q4 2023 in Review

River Wealth Advisors sold out of Opko Health (OPK) in Q4 2023, closing a stake of 23,500 shares — an estimated $37.6K sold.

River Wealth Advisors first reported a position in OPK in Q2 2018 and held it in 3 quarters. The position peaked at $37.6K in Q3 2023. 218 funds tracked by Wall St. Rank hold OPK as of Q4 2023.

River Wealth Advisors reported no remaining Opko Health position as of Q4 2023 after selling out during the quarter.
River Wealth Advisors sold 23,500 Opko Health shares in Q4 2023, an estimated $37.6K.
River Wealth Advisors first reported a position in Opko Health in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Opko Health position peaked at $37.6K in Q3 2023.
218 funds tracked by Wall St. Rank held Opko Health as of Q4 2023.

Based on River Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.