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TFO Wealth Partners’s Option Care Health OPCH Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$134 – 554
2024
Q1 		$134 Hold
4
– – ﹤0.01% 584
2023
Q4 		$135 Hold
4
– – ﹤0.01% 740
2023
Q3 		$130 Hold
4
– – ﹤0.01% 937
2023
Q2 		$130 Hold
4
– – ﹤0.01% 612
2023
Q1 		$127 Buy
4
+1
+33% +$30 ﹤0.01% 594
2022
Q4 		$245 Buy
+3
New +$93 ﹤0.01% 599

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFO Wealth Partners's OPCH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Option Care Health (OPCH) in Q2 2024, closing a stake of 4 shares — an estimated $134 sold.

TFO Wealth Partners first reported a position in OPCH in Q4 2022 and held it in 6 quarters. The position peaked at $245 in Q4 2022. 342 funds tracked by Wall St. Rank hold OPCH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Option Care Health position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Option Care Health shares in Q2 2024, an estimated $134.
  • TFO Wealth Partners first reported a position in Option Care Health in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Option Care Health position peaked at $245 in Q4 2022.
  • 342 funds tracked by Wall St. Rank held Option Care Health as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.