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Sowell Financial Services’s Opko Health OPK Stock Holding History

Sowell Financial Services’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
-75,200
Closed -$110K – 748
2023
Q1 		$110K Buy
+75,200
New +$96.8K 0.01% 731
2022
Q1 		– Sell
-75,200
Closed -$362K – 399
2021
Q4 		$362K Buy
75,200
+5,600
+8% +$22.7K 0.02% 465
2021
Q3 		$254K Hold
69,600
– – 0.02% 461
2021
Q2 		$282K Hold
69,600
– – 0.02% 476
2021
Q1 		$278K Buy
69,600
+33,690
+94% +$161K 0.01% 876
2020
Q4 		$142K Sell
35,910
-4,890
-12% -$20.4K 0.01% 1005
2020
Q3 		$151K Buy
40,800
+35,800
+716% +$151K 0.01% 827
2020
Q2 		$17K Sell
5,000
-11,222
-69% -$25.1K ﹤0.01% 1519
2020
Q1 		$22K Sell
16,222
-23,898
-60% -$37.4K ﹤0.01% 1360
2019
Q4 		$59K Buy
+40,120
New +$67.2K ﹤0.01% 1099

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's OPK Position: Q2 2023 in Review

Sowell Financial Services sold out of Opko Health (OPK) in Q2 2023, closing a stake of 75,200 shares — an estimated $110K sold.

Sowell Financial Services first reported a position in OPK in Q4 2019 and held it in 10 quarters. The position peaked at $362K in Q4 2021. 229 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

  • Sowell Financial Services reported no remaining Opko Health position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 75,200 Opko Health shares in Q2 2023, an estimated $110K.
  • Sowell Financial Services first reported a position in Opko Health in Q4 2019 and held it in 10 quarters.
  • Sowell Financial Services's Opko Health position peaked at $362K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.