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SFS
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
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27.45%
1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
D.E. Shaw & Co
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$127B AUM
43.98%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Millennium Management
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$134B AUM
35.51%
1-Year Est. Return
OIM
Oracle Investment Management
Greenwich, Connecticut
$153M AUM
42.86%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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