TWP
OPCH icon

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

Triad 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
Q3 		– Sell
-100
Closed -$2.77K – 631
2024
Q2 		$2.77K Buy
+100
New +$2.98K ﹤0.01% 701

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Triad Wealth Partners's OPCH Position: Q3 2024 in Review

Triad Wealth Partners sold out of Option Care Health (OPCH) in Q3 2024, closing a stake of 100 shares — an estimated $2.77K sold.

Triad Wealth Partners first reported a position in OPCH in Q2 2024 and held it in 1 quarter. The position peaked at $2.77K in Q2 2024. 339 funds tracked by Wall St. Rank hold OPCH as of Q3 2024.

  • Triad Wealth Partners reported no remaining Option Care Health position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 100 Option Care Health shares in Q3 2024, an estimated $2.77K.
  • Triad Wealth Partners first reported a position in Option Care Health in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Option Care Health position peaked at $2.77K in Q2 2024.
  • 339 funds tracked by Wall St. Rank held Option Care Health as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.