Simplicity Solutions’s Opko Health OPK Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-25,175	Closed	-$36.8K	–	1172
2023 Q1	$36.8K	Buy	+25,175	New	+$32.4K	﹤0.01%	1106
2020 Q2	–	Sell	-18,400	Closed	-$25K	–	914
2020 Q1	$25K	Hold	18,400	–	–	﹤0.01%	713
2019 Q4	$27K	Hold	18,400	–	–	﹤0.01%	823
2019 Q3	$38K	Hold	18,400	–	–	﹤0.01%	704
2019 Q2	$45K	Buy	+18,400	New	+$40.1K	﹤0.01%	651
2016 Q1	–	Sell	-52,386	Closed	-$526K	–	414
2015 Q4	$526K	Buy	+52,386	New	+$525K	0.06%	439

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

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

Simplicity Solutions's OPK Position: Q2 2023 in Review

Simplicity Solutions sold out of Opko Health (OPK) in Q2 2023, closing a stake of 25,175 shares — an estimated $36.8K sold.

Simplicity Solutions first reported a position in OPK in Q4 2015 and held it in 6 quarters. The position peaked at $526K in Q4 2015. 230 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

Simplicity Solutions reported no remaining Opko Health position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 25,175 Opko Health shares in Q2 2023, an estimated $36.8K.
Simplicity Solutions first reported a position in Opko Health in Q4 2015 and held it in 6 quarters.
Simplicity Solutions's Opko Health position peaked at $526K in Q4 2015.
230 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.