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Spire Wealth Management’s Option Care Health OPCH Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-50
Closed -$1.39K – 2241
2024
Q2 		$1.39K Sell
50
-10
-17% -$298 ﹤0.01% 2071
2024
Q1 		$2.01K Hold
60
– – ﹤0.01% 2097
2023
Q4 		$1.92K Buy
+60
New +$1.84K ﹤0.01% 2150
2021
Q2 		– Sell
-51,734
Closed -$936K – 2857
2021
Q1 		$936K Buy
+51,734
New +$969K 0.02% 464

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Spire Wealth Management's OPCH Position: Q3 2024 in Review

Spire Wealth Management sold out of Option Care Health (OPCH) in Q3 2024, closing a stake of 50 shares — an estimated $1.39K sold.

Spire Wealth Management first reported a position in OPCH in Q1 2021 and held it in 4 quarters. The position peaked at $936K in Q1 2021. 339 funds tracked by Wall St. Rank hold OPCH as of Q3 2024.

  • Spire Wealth Management reported no remaining Option Care Health position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 50 Option Care Health shares in Q3 2024, an estimated $1.39K.
  • Spire Wealth Management first reported a position in Option Care Health in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Option Care Health position peaked at $936K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Option Care Health as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.