SFMG Wealth Advisors’s Opko Health OPK Stock Holding History

SFMG 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
2021 Q1	–	Sell	-12,450	Closed	-$49K	–	249
2020 Q4	$49K	Hold	12,450	–	–	0.01%	224
2020 Q3	$46K	Buy	+12,450	New	+$52.6K	0.01%	184

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

SFMG Wealth Advisors's OPK Position: Q1 2021 in Review

SFMG Wealth Advisors sold out of Opko Health (OPK) in Q1 2021, closing a stake of 12,450 shares — an estimated $49K sold.

SFMG Wealth Advisors first reported a position in OPK in Q3 2020 and held it in 2 quarters. The position peaked at $49K in Q4 2020. 239 funds tracked by Wall St. Rank hold OPK as of Q1 2021.

SFMG Wealth Advisors reported no remaining Opko Health position as of Q1 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 12,450 Opko Health shares in Q1 2021, an estimated $49K.
SFMG Wealth Advisors first reported a position in Opko Health in Q3 2020 and held it in 2 quarters.
SFMG Wealth Advisors's Opko Health position peaked at $49K in Q4 2020.
239 funds tracked by Wall St. Rank held Opko Health as of Q1 2021.

Based on SFMG Wealth Advisors's 13F filing for Q1 2021, filed 3 May 2021.