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

TCI 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
Q2 		– Sell
-383
Closed -$12.2K – 1588
2023
Q1 		$12.2K Hold
383
– – ﹤0.01% 968
2022
Q4 		$11.5K Sell
383
-1
-0.3% -$31 ﹤0.01% 973
2022
Q3 		$12K Buy
384
+7
+2% +$224 ﹤0.01% 921
2022
Q2 		$10K Hold
377
– – ﹤0.01% 1027
2022
Q1 		$11K Sell
377
-40
-10% -$1K ﹤0.01% 1053
2021
Q4 		$12K Buy
417
+178
+74% +$4.67K ﹤0.01% 1042
2021
Q3 		$6K Buy
239
+119
+99% +$2.76K ﹤0.01% 1486
2021
Q2 		$3K Buy
120
+23
+24% +$443 ﹤0.01% 1815
2021
Q1 		$2K Buy
+97
New +$1.82K ﹤0.01% 1828

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TCI Wealth Advisors's OPCH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Option Care Health (OPCH) in Q2 2023, closing a stake of 383 shares — an estimated $12.2K sold.

TCI Wealth Advisors first reported a position in OPCH in Q1 2021 and held it in 9 quarters. The position peaked at $12.2K in Q1 2023. 314 funds tracked by Wall St. Rank hold OPCH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Option Care Health position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 383 Option Care Health shares in Q2 2023, an estimated $12.2K.
  • TCI Wealth Advisors first reported a position in Option Care Health in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Option Care Health position peaked at $12.2K in Q1 2023.
  • 314 funds tracked by Wall St. Rank held Option Care Health as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.