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Vanguard Capital Wealth Advisors’s Opko Health OPK Stock Holding History

Vanguard Capital 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
2020
Q2 		$54K Buy
+16,000
New +$35.8K 0.06% 115
2019
Q3 		– Sell
-63,500
Closed -$154K – 133
2019
Q2 		$154K Buy
+63,500
New +$139K 0.19% 114

Other funds holding OPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Capital Wealth Advisors's OPK Position: Q2 2020 in Review

Vanguard Capital Wealth Advisors opened a new position in Opko Health (OPK) in Q2 2020: 16,000 shares worth $54K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in OPK as recently as Q2 2019.

Vanguard Capital Wealth Advisors first reported a position in OPK in Q2 2019 and has held it in 2 quarters since. The position peaked at $154K in Q2 2019. 210 funds tracked by Wall St. Rank hold OPK as of Q2 2020.

  • Vanguard Capital Wealth Advisors held 16,000 shares of Opko Health worth $54K as of Q2 2020.
  • Opko Health was a new Vanguard Capital Wealth Advisors position in Q2 2020.
  • Opko Health made up 0.06% of Vanguard Capital Wealth Advisors's portfolio in Q2 2020, its #115 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Opko Health in Q2 2019 and has held it in 2 quarters since.
  • Vanguard Capital Wealth Advisors's Opko Health position peaked at $154K in Q2 2019.
  • 210 funds tracked by Wall St. Rank held Opko Health as of Q2 2020.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.