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Sutton Wealth Advisors’s Option Care Health OPCH Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-15
Closed -$451 – 1328
2022
Q4 		$451 Buy
15
+5
+50% +$155 ﹤0.01% 1509
2022
Q3 		$315 Hold
10
– – ﹤0.01% 1523
2022
Q2 		$278 Hold
10
– – ﹤0.01% 1546
2022
Q1 		$286 Sell
10
-7
-41% -$176 ﹤0.01% 1547
2021
Q4 		$483 Buy
+17
New +$446 ﹤0.01% 1533

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's OPCH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Option Care Health (OPCH) in Q1 2023, closing a stake of 15 shares — an estimated $451 sold.

Sutton Wealth Advisors first reported a position in OPCH in Q4 2021 and held it in 5 quarters. The position peaked at $483 in Q4 2021. 282 funds tracked by Wall St. Rank hold OPCH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Option Care Health position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 15 Option Care Health shares in Q1 2023, an estimated $451.
  • Sutton Wealth Advisors first reported a position in Option Care Health in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Option Care Health position peaked at $483 in Q4 2021.
  • 282 funds tracked by Wall St. Rank held Option Care Health as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.