Wilbanks Smith & Thomas Asset Management’s Opko Health OPK Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$1.05M	Buy	878,824 +747,444	+569%	+$748K	0.03%	224
2023 Q4	$198K	Hold	131,380	–	–	0.01%	505
2023 Q3	$210K	Hold	131,380	–	–	0.01%	474
2023 Q2	$285K	Hold	131,380	–	–	0.01%	425
2023 Q1	$192K	Buy	131,380 +22,930	+21%	+$29.5K	0.01%	492
2022 Q4	$136K	Sell	108,450 -27,526	-20%	-$43.4K	0.01%	486
2022 Q3	$257K	Hold	135,976	–	–	0.01%	394
2022 Q2	$344K	Buy	+135,976	New	+$397K	0.01%	357

Other funds holding OPK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's OPK Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Opko Health (OPK) stake by 569% in Q1 2024, buying an estimated $748K and bringing the position to 878,824 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #224.

Wilbanks Smith & Thomas Asset Management first reported a position in OPK in Q2 2022 and has held it in 8 quarters since. 226 funds tracked by Wall St. Rank hold OPK as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 878,824 shares of Opko Health worth $1.05M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 747,444 Opko Health shares in Q1 2024, an estimated $748K.
Opko Health made up 0.03% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #224 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Opko Health in Q2 2022 and has held it in 8 quarters since.
226 funds tracked by Wall St. Rank held Opko Health as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.