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Activest Wealth Management’s OptimizeRx OPRX Stock Holding History

Activest 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
2023
Q1 		– Sell
-1,500
Closed -$25.2K – 470
2022
Q4 		$25.2K Hold
1,500
– – 0.01% 236
2022
Q3 		$22K Buy
+1,500
New +$29.6K 0.01% 246

Other funds holding OPRX

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
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
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Activest Wealth Management's OPRX Position: Q1 2023 in Review

Activest Wealth Management sold out of OptimizeRx (OPRX) in Q1 2023, closing a stake of 1,500 shares — an estimated $25.2K sold.

Activest Wealth Management first reported a position in OPRX in Q3 2022 and held it in 2 quarters. The position peaked at $25.2K in Q4 2022. 110 funds tracked by Wall St. Rank hold OPRX as of Q1 2023.

  • Activest Wealth Management reported no remaining OptimizeRx position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,500 OptimizeRx shares in Q1 2023, an estimated $25.2K.
  • Activest Wealth Management first reported a position in OptimizeRx in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's OptimizeRx position peaked at $25.2K in Q4 2022.
  • 110 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.