Sheaff Brock Investment Advisors’s Option Care Health OPCH Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio OPCH Stock Details OPCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,984	Closed	-$235K	–	523
2023 Q4	$235K	Buy	6,984 +259	+4%	+$7.96K	0.02%	392
2023 Q3	$218K	Buy	6,725 +46	+0.7%	+$1.55K	0.02%	386
2023 Q2	$217K	Sell	6,679 -146	-2%	-$4.4K	0.02%	408
2023 Q1	$217K	Buy	+6,825	New	+$205K	0.02%	416
2022 Q4	–	Sell	-6,533	Closed	-$206K	–	528
2022 Q3	$206K	Buy	+6,533	New	+$209K	0.02%	410
2022 Q2	–	Sell	-9,232	Closed	-$264K	–	533
2022 Q1	$264K	Buy	9,232 +1,552	+20%	+$39K	0.02%	403
2021 Q4	$219K	Buy	+7,680	New	+$202K	0.01%	467

Other funds holding OPCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Sheaff Brock Investment Advisors's OPCH Position: Q1 2024 in Review

Sheaff Brock Investment Advisors sold out of Option Care Health (OPCH) in Q1 2024, closing a stake of 6,984 shares — an estimated $235K sold.

Sheaff Brock Investment Advisors first reported a position in OPCH in Q4 2021 and held it in 7 quarters. The position peaked at $264K in Q1 2022. 340 funds tracked by Wall St. Rank hold OPCH as of Q1 2024.

Sheaff Brock Investment Advisors reported no remaining Option Care Health position as of Q1 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 6,984 Option Care Health shares in Q1 2024, an estimated $235K.
Sheaff Brock Investment Advisors first reported a position in Option Care Health in Q4 2021 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Option Care Health position peaked at $264K in Q1 2022.
340 funds tracked by Wall St. Rank held Option Care Health as of Q1 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.