Second Half Financial Partners’s Opko Health OPK Stock Holding History

Second Half Financial Partners’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 Q3	–	Sell	-158,053	Closed	-$343K	–	104
2023 Q2	$343K	Buy	+158,053	New	+$247K	0.08%	120

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Second Half Financial Partners's OPK Position: Q3 2023 in Review

Second Half Financial Partners sold out of Opko Health (OPK) in Q3 2023, closing a stake of 158,053 shares — an estimated $343K sold.

Second Half Financial Partners first reported a position in OPK in Q2 2023 and held it in 1 quarter. The position peaked at $343K in Q2 2023. 225 funds tracked by Wall St. Rank hold OPK as of Q3 2023.

Second Half Financial Partners reported no remaining Opko Health position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 158,053 Opko Health shares in Q3 2023, an estimated $343K.
Second Half Financial Partners first reported a position in Opko Health in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's Opko Health position peaked at $343K in Q2 2023.
225 funds tracked by Wall St. Rank held Opko Health as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.