United Capital Financial Advisors’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,325
| Closed | -$50K | – | 1232 |
|
|
2021
Q2 | $50K | Sell |
12,325
-10
| -0.1% | -$39 | ﹤0.01% | 1206 |
|
|
2021
Q1 | $53K | Hold |
12,335
| – | – | ﹤0.01% | 1171 |
|
|
2020
Q4 | $49K | Sell |
12,335
-14,476
| -54% | -$60.5K | ﹤0.01% | 1172 |
|
|
2020
Q3 | $99K | Buy |
26,811
+710
| +3% | +$3K | ﹤0.01% | 1116 |
|
|
2020
Q2 | $89K | Hold |
26,101
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q1 | $35K | Buy |
26,101
+5,600
| +27% | +$8.77K | ﹤0.01% | 1156 |
|
|
2019
Q4 | $30K | Sell |
20,501
-7,700
| -27% | -$12.9K | ﹤0.01% | 1348 |
|
|
2019
Q3 | $59K | Hold |
28,201
| – | – | ﹤0.01% | 1261 |
|
|
2019
Q2 | $69K | Hold |
28,201
| – | – | ﹤0.01% | 1421 |
|
|
2019
Q1 | $74K | Hold |
28,201
| – | – | ﹤0.01% | 1321 |
|
|
2018
Q4 | $85K | Sell |
28,201
-3,900
| -12% | -$13.2K | ﹤0.01% | 1246 |
|
|
2018
Q3 | $111K | Buy |
32,101
+3,500
| +12% | +$18.6K | ﹤0.01% | 1294 |
|
|
2018
Q2 | $134K | Buy |
28,601
+2,000
| +8% | +$7.59K | ﹤0.01% | 1256 |
|
|
2018
Q1 | $84K | Sell |
26,601
-3,063
| -10% | -$12.3K | ﹤0.01% | 1277 |
|
|
2017
Q4 | $145K | Sell |
29,664
-8,865
| -23% | -$51.4K | ﹤0.01% | 1261 |
|
|
2017
Q3 | $264K | Sell |
38,529
-14,756
| -28% | -$93K | ﹤0.01% | 1155 |
|
|
2017
Q2 | $351K | Sell |
53,285
-2,918
| -5% | -$20.5K | ﹤0.01% | 1026 |
|
|
2017
Q1 | $450K | Sell |
56,203
-5,959
| -10% | -$50.2K | ﹤0.01% | 935 |
|
|
2016
Q4 | $578K | Buy |
62,162
+5,934
| +11% | +$61.4K | 0.01% | 900 |
|
|
2016
Q3 | $595K | Sell |
56,228
-429
| -0.8% | -$4.27K | 0.01% | 909 |
|
|
2016
Q2 | $510K | Sell |
56,657
-6,695
| -11% | -$68K | 0.01% | 911 |
|
|
2016
Q1 | $658K | Sell |
63,352
-26,688
| -30% | -$244K | 0.01% | 800 |
|
|
2015
Q4 | $905K | Sell |
90,040
-97,198
| -52% | -$974K | 0.01% | 723 |
|
|
2015
Q3 | $1.57M | Sell |
187,238
-3,548
| -2% | -$47K | 0.02% | 571 |
|
|
2015
Q2 | $3.07M | Sell |
190,786
-313,690
| -62% | -$4.88M | 0.04% | 474 |
|
|
2015
Q1 | $6.94M | Buy |
504,476
+44,371
| +10% | +$577K | 0.08% | 285 |
|
|
2014
Q4 | $4.6M | Buy |
460,105
+169,031
| +58% | +$1.45M | 0.07% | 269 |
|
|
2014
Q3 | $2.48M | Buy |
291,074
+26,170
| +10% | +$230K | 0.04% | 391 |
|
|
2014
Q2 | $2.34M | Buy |
264,904
+67,069
| +34% | +$586K | 0.04% | 385 |
|
|
2014
Q1 | $1.84M | Buy |
+197,835
| New | +$1.73M | 0.04% | 371 |
|
|
2013
Q4 | – | Sell |
-65,852
| Closed | -$580K | – | 726 |
|
|
2013
Q3 | $580K | Buy |
65,852
+1,000
| +2% | +$8.02K | 0.02% | 415 |
|
|
2013
Q2 | $460K | Buy |
+64,852
| New | +$448K | 0.01% | 521 |
|
Other funds holding OPK
OIM
United Capital Financial Advisors's OPK Position: Q3 2021 in Review
United Capital Financial Advisors sold out of Opko Health (OPK) in Q3 2021, closing a stake of 12,325 shares — an estimated $50K sold.
United Capital Financial Advisors first reported a position in OPK in Q2 2013 and held it in 32 quarters. The position peaked at $6.94M in Q1 2015. 206 funds tracked by Wall St. Rank hold OPK as of Q3 2021.
- United Capital Financial Advisors reported no remaining Opko Health position as of Q3 2021 after selling out during the quarter.
- United Capital Financial Advisors sold 12,325 Opko Health shares in Q3 2021, an estimated $50K.
- United Capital Financial Advisors first reported a position in Opko Health in Q2 2013 and held it in 32 quarters.
- United Capital Financial Advisors's Opko Health position peaked at $6.94M in Q1 2015.
- 206 funds tracked by Wall St. Rank held Opko Health as of Q3 2021.
Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.