Wealthspire Advisors (Maryland)’s Opko Health OPK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-3,750	Closed	-$10K	–	1527
2019 Q1	$10K	Hold	3,750	–	–	﹤0.01%	1541
2018 Q4	$11K	Sell	3,750 -112	-3%	-$380	﹤0.01%	1431
2018 Q3	$13K	Hold	3,862	–	–	﹤0.01%	1440
2018 Q2	$18K	Buy	3,862 +3,750	+3,348%	+$14.2K	﹤0.01%	1353
2018 Q1	$0	Buy	112 +23	+26%	+$93	﹤0.01%	2597
2017 Q4	$0	Sell	89 -1,909	-96%	-$11.1K	﹤0.01%	2520
2017 Q3	$14K	Buy	1,998 +144	+8%	+$908	﹤0.01%	1444
2017 Q2	$12K	Buy	+1,854	New	+$13K	﹤0.01%	1471

Other funds holding OPK

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OPK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Opko Health (OPK) in Q2 2019, closing a stake of 3,750 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in OPK in Q2 2017 and held it in 8 quarters. The position peaked at $18K in Q2 2018. 200 funds tracked by Wall St. Rank hold OPK as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Opko Health position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,750 Opko Health shares in Q2 2019, an estimated $10K.
Wealthspire Advisors (Maryland) first reported a position in Opko Health in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Opko Health position peaked at $18K in Q2 2018.
200 funds tracked by Wall St. Rank held Opko Health as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.