SVB Wealth’s Opko Health OPK Stock Holding History

SVB Wealth’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
2021 Q4	–	Sell	-21,770	Closed	-$79K	–	915
2021 Q3	$79K	Hold	21,770	–	–	﹤0.01%	947
2021 Q2	$88K	Hold	21,770	–	–	﹤0.01%	928
2021 Q1	$93K	Hold	21,770	–	–	﹤0.01%	870
2020 Q4	$86K	Buy	+21,770	New	+$90.9K	﹤0.01%	800

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SVB Wealth's OPK Position: Q4 2021 in Review

SVB Wealth sold out of Opko Health (OPK) in Q4 2021, closing a stake of 21,770 shares — an estimated $79K sold.

SVB Wealth first reported a position in OPK in Q4 2020 and held it in 4 quarters. The position peaked at $93K in Q1 2021. 236 funds tracked by Wall St. Rank hold OPK as of Q4 2021.

SVB Wealth reported no remaining Opko Health position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 21,770 Opko Health shares in Q4 2021, an estimated $79K.
SVB Wealth first reported a position in Opko Health in Q4 2020 and held it in 4 quarters.
SVB Wealth's Opko Health position peaked at $93K in Q1 2021.
236 funds tracked by Wall St. Rank held Opko Health as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.