TWMP
OPTN

Taylor Wealth Management Partners’s OptiNose OPTN Stock Holding History

Taylor Wealth Management Partners’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
2019
Q1 		– Sell
-27
Closed -$2K – 95
2018
Q4 		$2K Hold
27
– – ﹤0.01% 117
2018
Q3 		$5K Hold
27
– – ﹤0.01% 117
2018
Q2 		$11K Buy
+27
New +$9.1K ﹤0.01% 106

Other funds holding OPTN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Taylor Wealth Management Partners's OPTN Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of OptiNose (OPTN) in Q1 2019, closing a stake of 27 shares — an estimated $2K sold.

Taylor Wealth Management Partners first reported a position in OPTN in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 64 funds tracked by Wall St. Rank hold OPTN as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining OptiNose position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 27 OptiNose shares in Q1 2019, an estimated $2K.
  • Taylor Wealth Management Partners first reported a position in OptiNose in Q2 2018 and held it in 3 quarters.
  • Taylor Wealth Management Partners's OptiNose position peaked at $11K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held OptiNose as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.