Advisory Research’s OptimizeRx OPRX Stock Holding History

Advisory Research’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	-10,516	Closed	-$288K	–	393
2022 Q2	$288K	Buy	+10,516	New	+$312K	0.03%	279
2022 Q1	–	Sell	-35,692	Closed	-$2.22M	–	428
2021 Q4	$2.22M	Buy	35,692 +4,202	+13%	+$318K	0.17%	103
2021 Q3	$2.69M	Buy	+31,490	New	+$1.98M	0.17%	109

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

Advisory Research's OPRX Position: Q3 2022 in Review

Advisory Research sold out of OptimizeRx (OPRX) in Q3 2022, closing a stake of 10,516 shares — an estimated $288K sold.

Advisory Research first reported a position in OPRX in Q3 2021 and held it in 3 quarters. The position peaked at $2.69M in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q3 2022.

Advisory Research reported no remaining OptimizeRx position as of Q3 2022 after selling out during the quarter.
Advisory Research sold 10,516 OptimizeRx shares in Q3 2022, an estimated $288K.
Advisory Research first reported a position in OptimizeRx in Q3 2021 and held it in 3 quarters.
Advisory Research's OptimizeRx position peaked at $2.69M in Q3 2021.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.