Walled Lake Planning & Wealth Management’s Opko Health OPK Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-500	Closed	-$2K	–	249
2021 Q3	$2K	Hold	500	–	–	﹤0.01%	309
2021 Q2	$2K	Hold	500	–	–	﹤0.01%	292
2021 Q1	$2K	Hold	500	–	–	﹤0.01%	288
2020 Q4	$2K	Hold	500	–	–	﹤0.01%	288
2020 Q3	$2K	Hold	500	–	–	﹤0.01%	298
2020 Q2	$2K	Hold	500	–	–	﹤0.01%	292
2020 Q1	$1K	Hold	500	–	–	﹤0.01%	302
2019 Q4	$1K	Buy	+500	New	+$837	﹤0.01%	268

Other funds holding OPK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Walled Lake Planning & Wealth Management's OPK Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Opko Health (OPK) in Q4 2021, closing a stake of 500 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in OPK in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 236 funds tracked by Wall St. Rank hold OPK as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Opko Health position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 500 Opko Health shares in Q4 2021, an estimated $2K.
Walled Lake Planning & Wealth Management first reported a position in Opko Health in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Opko Health position peaked at $2K in Q3 2021.
236 funds tracked by Wall St. Rank held Opko Health as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.