Selective Wealth Management’s Opko Health OPK Stock Holding History

Selective Wealth Management’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
2021 Q2	–	Sell	-750	Closed	-$3K	–	535
2021 Q1	$3K	Buy	+750	New	+$3.58K	﹤0.01%	345

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

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Selective Wealth Management's OPK Position: Q2 2021 in Review

Selective Wealth Management sold out of Opko Health (OPK) in Q2 2021, closing a stake of 750 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in OPK in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 233 funds tracked by Wall St. Rank hold OPK as of Q2 2021.

Selective Wealth Management reported no remaining Opko Health position as of Q2 2021 after selling out during the quarter.
Selective Wealth Management sold 750 Opko Health shares in Q2 2021, an estimated $3K.
Selective Wealth Management first reported a position in Opko Health in Q1 2021 and held it in 1 quarter.
Selective Wealth Management's Opko Health position peaked at $3K in Q1 2021.
233 funds tracked by Wall St. Rank held Opko Health as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.