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TCI Wealth Advisors’s Opko Health OPK Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-1,431
Closed -$2.09K – 1591
2023
Q1 		$2.09K Buy
+1,431
New +$1.84K ﹤0.01% 1960
2022
Q4 		– Sell
-39
Closed – – 2609
2022
Q3 		$0 Sell
39
-1,208
-97% -$2.86K ﹤0.01% 2491
2022
Q2 		$3K Buy
+1,247
New +$3.64K ﹤0.01% 1856
2022
Q1 		– Sell
-1,374
Closed -$7K – 2383
2021
Q4 		$7K Buy
1,374
+534
+64% +$2.16K ﹤0.01% 1442
2021
Q3 		$3K Buy
+840
New +$3.13K ﹤0.01% 1979
2021
Q2 		– Sell
-439
Closed -$2K – 2410
2021
Q1 		$2K Buy
439
+339
+339% +$1.62K ﹤0.01% 1830
2020
Q4 		$0 Hold
100
– – ﹤0.01% 1619
2020
Q3 		$0 Sell
100
-300
-75% -$1.27K ﹤0.01% 1622
2020
Q2 		$1K Sell
400
-200
-33% -$448 ﹤0.01% 1308
2020
Q1 		$1K Buy
+600
New +$940 ﹤0.01% 1308
2017
Q1 		– Sell
-65
Closed -$1K – 1360
2016
Q4 		$1K Hold
65
– – ﹤0.01% 1209
2016
Q3 		$1K Buy
+65
New +$647 ﹤0.01% 1180
2015
Q3 		– Sell
-1,000
Closed -$16K – 1003
2015
Q2 		$16K Buy
+1,000
New +$15.6K 0.01% 438
2014
Q3 		– Sell
-187
Closed -$2K – 903
2014
Q2 		$2K Hold
187
– – ﹤0.01% 768
2014
Q1 		$2K Hold
187
– – ﹤0.01% 729
2013
Q4 		$2K Buy
+187
New +$1.89K ﹤0.01% 722

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Opko Health (OPK) in Q2 2023, closing a stake of 1,431 shares — an estimated $2.09K sold.

TCI Wealth Advisors first reported a position in OPK in Q4 2013 and held it in 16 quarters. The position peaked at $16K in Q2 2015. 230 funds tracked by Wall St. Rank hold OPK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Opko Health position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,431 Opko Health shares in Q2 2023, an estimated $2.09K.
  • TCI Wealth Advisors first reported a position in Opko Health in Q4 2013 and held it in 16 quarters.
  • TCI Wealth Advisors's Opko Health position peaked at $16K in Q2 2015.
  • 230 funds tracked by Wall St. Rank held Opko Health as of Q2 2023.

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