First Foundation Advisors’s OptimizeRx OPRX Stock Holding History

First Foundation Advisors’s Portfolio OPRX Stock Details OPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,457	Closed	-$215K	–	449
2021 Q4	$215K	Hold	3,457	–	–	0.01%	406
2021 Q3	$296K	Buy	3,457 +123	+4%	+$7.72K	0.01%	348
2021 Q2	$206K	Buy	+3,334	New	+$170K	0.01%	429

Other funds holding OPRX

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

First Foundation Advisors's OPRX Position: Q1 2022 in Review

First Foundation Advisors sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 3,457 shares — an estimated $215K sold.

First Foundation Advisors first reported a position in OPRX in Q2 2021 and held it in 3 quarters. The position peaked at $296K in Q3 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

First Foundation Advisors reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
First Foundation Advisors sold 3,457 OptimizeRx shares in Q1 2022, an estimated $215K.
First Foundation Advisors first reported a position in OptimizeRx in Q2 2021 and held it in 3 quarters.
First Foundation Advisors's OptimizeRx position peaked at $296K in Q3 2021.
153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.