Altshuler Shaham’s OptimizeRx OPRX Stock Holding History

Altshuler Shaham’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
2021 Q2	–	Sell	-831	Closed	-$41K	–	699
2021 Q1	$41K	Buy	+831	New	+$40.1K	﹤0.01%	319

Other funds holding OPRX

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIC

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

GIPM

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

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Altshuler Shaham's OPRX Position: Q2 2021 in Review

Altshuler Shaham sold out of OptimizeRx (OPRX) in Q2 2021, closing a stake of 831 shares — an estimated $41K sold.

Altshuler Shaham first reported a position in OPRX in Q1 2021 and held it in 1 quarter. The position peaked at $41K in Q1 2021. 142 funds tracked by Wall St. Rank hold OPRX as of Q2 2021.

Altshuler Shaham reported no remaining OptimizeRx position as of Q2 2021 after selling out during the quarter.
Altshuler Shaham sold 831 OptimizeRx shares in Q2 2021, an estimated $41K.
Altshuler Shaham first reported a position in OptimizeRx in Q1 2021 and held it in 1 quarter.
Altshuler Shaham's OptimizeRx position peaked at $41K in Q1 2021.
142 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2021.

Based on Altshuler Shaham's 13F filing for Q2 2021, filed 16 Aug 2021.