Advisor Group’s OptimizeRx OPRX Stock Holding History

Advisor Group’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
2019 Q4	$81K	Hold	7,897	–	–	﹤0.01%	3080
2019 Q3	$114K	Hold	7,897	–	–	﹤0.01%	2792
2019 Q2	$128K	Hold	7,897	–	–	﹤0.01%	2663
2019 Q1	$100K	Hold	7,897	–	–	﹤0.01%	2860
2018 Q4	$87K	Hold	7,897	–	–	﹤0.01%	2754
2018 Q3	$142K	Hold	7,897	–	–	﹤0.01%	2471
2018 Q2	$82K	Buy	+7,897	New	+$81.2K	﹤0.01%	2676

Other funds holding OPRX

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $88.2M AUM 25.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's OPRX Position: Q4 2019 in Review

Advisor Group held its OptimizeRx (OPRX) position steady in Q4 2019 at 7,897 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

Advisor Group first reported a position in OPRX in Q2 2018 and has held it in 7 quarters since. The position peaked at $142K in Q3 2018. 56 funds tracked by Wall St. Rank hold OPRX as of Q4 2019.

Advisor Group held 7,897 shares of OptimizeRx worth $81K as of Q4 2019.
Advisor Group left its OptimizeRx share count unchanged in Q4 2019.
OptimizeRx made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3080 holding.
Advisor Group first reported a position in OptimizeRx in Q2 2018 and has held it in 7 quarters since.
Advisor Group's OptimizeRx position peaked at $142K in Q3 2018.
56 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.