Spire Wealth Management’s Opko Health OPK Stock Holding History

Spire Wealth Management’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
2022 Q1	–	Sell	-23,727	Closed	-$114K	–	2770
2021 Q4	$114K	Buy	+23,727	New	+$96K	﹤0.01%	1348
2021 Q2	–	Sell	-29,000	Closed	-$129K	–	2858
2021 Q1	$129K	Buy	+29,000	New	+$139K	﹤0.01%	1275

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

OIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Norges Bank Oslo, Norway $935B AUM

Spire Wealth Management's OPK Position: Q1 2022 in Review

Spire Wealth Management sold out of Opko Health (OPK) in Q1 2022, closing a stake of 23,727 shares — an estimated $114K sold.

Spire Wealth Management first reported a position in OPK in Q1 2021 and held it in 2 quarters. The position peaked at $129K in Q1 2021. 229 funds tracked by Wall St. Rank hold OPK as of Q1 2022.

Spire Wealth Management reported no remaining Opko Health position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 23,727 Opko Health shares in Q1 2022, an estimated $114K.
Spire Wealth Management first reported a position in Opko Health in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Opko Health position peaked at $129K in Q1 2021.
229 funds tracked by Wall St. Rank held Opko Health as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.