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American Portfolios Advisors’s OptimizeRx OPRX Stock Holding History

American Portfolios Advisors’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
-146
Closed -$4K – 3582
2022
Q2 		$4K Hold
146
– – ﹤0.01% 2920
2022
Q1 		$5.51K Hold
146
– – ﹤0.01% 2912
2021
Q4 		$9.07K Hold
146
– – ﹤0.01% 2659
2021
Q3 		$12.5K Hold
146
– – ﹤0.01% 2471
2021
Q2 		$9.04K Hold
146
– – ﹤0.01% 2574
2021
Q1 		$7.12K Buy
+146
New +$7.04K ﹤0.01% 2534

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

American Portfolios Advisors's OPRX Position: Q3 2022 in Review

American Portfolios Advisors sold out of OptimizeRx (OPRX) in Q3 2022, closing a stake of 146 shares — an estimated $4K sold.

American Portfolios Advisors first reported a position in OPRX in Q1 2021 and held it in 6 quarters. The position peaked at $12.5K in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q3 2022.

  • American Portfolios Advisors reported no remaining OptimizeRx position as of Q3 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 146 OptimizeRx shares in Q3 2022, an estimated $4K.
  • American Portfolios Advisors first reported a position in OptimizeRx in Q1 2021 and held it in 6 quarters.
  • American Portfolios Advisors's OptimizeRx position peaked at $12.5K in Q3 2021.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.