BSW
OPTN

Buckingham Strategic Wealth’s OptiNose OPTN Stock Holding History

Buckingham Strategic Wealth’s Portfolio OPTN Stock Details OPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,053
Closed -$26K – 619
2021
Q4 		$26K Buy
+1,053
New +$35.3K ﹤0.01% 595

Other funds holding OPTN

MPU
MVM Partners (UK) London, United Kingdom $149M AUM 6.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Buckingham Strategic Wealth's OPTN Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of OptiNose (OPTN) in Q1 2022, closing a stake of 1,053 shares — an estimated $26K sold.

Buckingham Strategic Wealth first reported a position in OPTN in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 44 funds tracked by Wall St. Rank hold OPTN as of Q1 2022.

  • Buckingham Strategic Wealth reported no remaining OptiNose position as of Q1 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,053 OptiNose shares in Q1 2022, an estimated $26K.
  • Buckingham Strategic Wealth first reported a position in OptiNose in Q4 2021 and held it in 1 quarter.
  • Buckingham Strategic Wealth's OptiNose position peaked at $26K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held OptiNose as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.