Laird Norton Wetherby Wealth Management’s OptimizeRx OPRX Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	–	Sell	-8,535	Closed	-$234K	–	925
2022 Q2	$234K	Buy	8,535 +153	+2%	+$4.53K	0.02%	765
2022 Q1	$316K	Buy	8,382 +17	+0.2%	+$752	0.02%	707
2021 Q4	$520K	Buy	8,365 +31	+0.4%	+$2.35K	0.03%	509
2021 Q3	$713K	Sell	8,334 -72	-0.9%	-$4.52K	0.04%	386
2021 Q2	$520K	Buy	+8,406	New	+$428K	0.03%	495
2021 Q1	–	Sell	-8,334	Closed	-$260K	–	871
2020 Q4	$260K	Buy	+8,334	New	+$204K	0.02%	721

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

GIPM

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's OPRX Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of OptimizeRx (OPRX) in Q3 2022, closing a stake of 8,535 shares — an estimated $234K sold.

Laird Norton Wetherby Wealth Management first reported a position in OPRX in Q4 2020 and held it in 6 quarters. The position peaked at $713K in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q3 2022.

Laird Norton Wetherby Wealth Management reported no remaining OptimizeRx position as of Q3 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 8,535 OptimizeRx shares in Q3 2022, an estimated $234K.
Laird Norton Wetherby Wealth Management first reported a position in OptimizeRx in Q4 2020 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's OptimizeRx position peaked at $713K in Q3 2021.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.