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Wealthcare Advisory Partners’s Opko Health OPK Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-1,000
Closed -$4K – 1438
2021
Q1 		$4K Buy
+1,000
New +$4.78K ﹤0.01% 1719

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OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthcare Advisory Partners's OPK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Opko Health (OPK) in Q2 2021, closing a stake of 1,000 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in OPK in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 233 funds tracked by Wall St. Rank hold OPK as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Opko Health position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,000 Opko Health shares in Q2 2021, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in Opko Health in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Opko Health position peaked at $4K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held Opko Health as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.