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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 – 524
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 – 529
2022
Q3 		$206K Buy
+6,533
New +$209K 0.03% 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 0.02% 467

Other funds holding OPCH

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Wellington Management Group
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State Street
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UBS AM
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Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return