Zurich Cantonal Bank’s OptimizeRx OPRX Stock Holding History

Zurich Cantonal Bank’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
2023 Q1	–	Sell	-3,033	Closed	-$51K	–	2873
2022 Q4	$51K	Buy	3,033 +853	+39%	+$14.8K	﹤0.01%	2594
2022 Q3	$32K	Hold	2,180	–	–	﹤0.01%	2718
2022 Q2	$60K	Hold	2,180	–	–	﹤0.01%	2510
2022 Q1	$82K	Hold	2,180	–	–	﹤0.01%	2367
2021 Q4	$135K	Buy	2,180 +658	+43%	+$49.9K	﹤0.01%	2343
2021 Q3	$130K	Buy	+1,522	New	+$95.5K	﹤0.01%	2184

Other funds holding OPRX

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 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

GIPM

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

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Zurich Cantonal Bank's OPRX Position: Q1 2023 in Review

Zurich Cantonal Bank sold out of OptimizeRx (OPRX) in Q1 2023, closing a stake of 3,033 shares — an estimated $51K sold.

Zurich Cantonal Bank first reported a position in OPRX in Q3 2021 and held it in 6 quarters. The position peaked at $135K in Q4 2021. 110 funds tracked by Wall St. Rank hold OPRX as of Q1 2023.

Zurich Cantonal Bank reported no remaining OptimizeRx position as of Q1 2023 after selling out during the quarter.
Zurich Cantonal Bank sold 3,033 OptimizeRx shares in Q1 2023, an estimated $51K.
Zurich Cantonal Bank first reported a position in OptimizeRx in Q3 2021 and held it in 6 quarters.
Zurich Cantonal Bank's OptimizeRx position peaked at $135K in Q4 2021.
110 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2023.

Based on Zurich Cantonal Bank's 13F filing for Q1 2023, filed 8 May 2023.