TFA
OPCH icon

Toth Financial Advisory’s Option Care Health OPCH Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-50
Closed -$1.62K – 776
2023
Q3 		$1.62K Hold
50
– – ﹤0.01% 652
2023
Q2 		$1.63K Hold
50
– – ﹤0.01% 663
2023
Q1 		$1.59K Hold
50
– – ﹤0.01% 694
2022
Q4 		$1.5K Hold
50
– – ﹤0.01% 623
2022
Q3 		$2K Buy
+50
New +$1.6K ﹤0.01% 646

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 $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Toth Financial Advisory's OPCH Position: Q4 2023 in Review

Toth Financial Advisory sold out of Option Care Health (OPCH) in Q4 2023, closing a stake of 50 shares — an estimated $1.62K sold.

Toth Financial Advisory first reported a position in OPCH in Q3 2022 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 350 funds tracked by Wall St. Rank hold OPCH as of Q4 2023.

  • Toth Financial Advisory reported no remaining Option Care Health position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 50 Option Care Health shares in Q4 2023, an estimated $1.62K.
  • Toth Financial Advisory first reported a position in Option Care Health in Q3 2022 and held it in 5 quarters.
  • Toth Financial Advisory's Option Care Health position peaked at $2K in Q3 2022.
  • 350 funds tracked by Wall St. Rank held Option Care Health as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.