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Stephens Consulting’s Opko Health OPK Stock Holding History

Stephens Consulting’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
2024
Q1 		– Sell
-1,500
Closed -$2.27K – 487
2023
Q4 		$2.27K Hold
1,500
– – ﹤0.01% 427
2023
Q3 		$2.4K Hold
1,500
– – ﹤0.01% 427
2023
Q2 		$3.25K Hold
1,500
– – ﹤0.01% 413
2023
Q1 		$2.19K Hold
1,500
– – ﹤0.01% 453
2022
Q4 		$1.88K Hold
1,500
– – ﹤0.01% 433
2022
Q3 		$2.83K Hold
1,500
– – ﹤0.01% 464
2022
Q2 		$3.79K Hold
1,500
– – ﹤0.01% 425
2022
Q1 		$5.16K Sell
1,500
-1,500
-50% -$5.3K ﹤0.01% 430
2021
Q4 		$14.4K Buy
+3,000
New +$12.1K 0.01% 349

Other funds holding OPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Stephens Consulting's OPK Position: Q1 2024 in Review

Stephens Consulting sold out of Opko Health (OPK) in Q1 2024, closing a stake of 1,500 shares — an estimated $2.27K sold.

Stephens Consulting first reported a position in OPK in Q4 2021 and held it in 9 quarters. The position peaked at $14.4K in Q4 2021. 226 funds tracked by Wall St. Rank hold OPK as of Q1 2024.

  • Stephens Consulting reported no remaining Opko Health position as of Q1 2024 after selling out during the quarter.
  • Stephens Consulting sold 1,500 Opko Health shares in Q1 2024, an estimated $2.27K.
  • Stephens Consulting first reported a position in Opko Health in Q4 2021 and held it in 9 quarters.
  • Stephens Consulting's Opko Health position peaked at $14.4K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Opko Health as of Q1 2024.

Based on Stephens Consulting's 13F filing for Q1 2024, filed 17 Apr 2024.