Apis Capital Advisors’s OptimizeRx OPRX Stock Holding History

Apis Capital 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 Q1	–	Sell	-34,000	Closed	-$2.11M	–	31
2021 Q4	$2.11M	Sell	34,000 -16,000	-32%	-$1.21M	2.34%	18
2021 Q3	$4.28M	Buy	50,000 +10,000	+25%	+$627K	4.07%	12
2021 Q2	$2.48M	Buy	40,000 +10,000	+33%	+$509K	2.13%	18
2021 Q1	$1.46M	Buy	+30,000	New	+$1.45M	1.33%	23

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Apis Capital Advisors's OPRX Position: Q1 2022 in Review

Apis Capital Advisors sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 34,000 shares — an estimated $2.11M sold.

Apis Capital Advisors first reported a position in OPRX in Q1 2021 and held it in 4 quarters. The position peaked at $4.28M in Q3 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

Apis Capital Advisors reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
Apis Capital Advisors sold 34,000 OptimizeRx shares in Q1 2022, an estimated $2.11M.
Apis Capital Advisors first reported a position in OptimizeRx in Q1 2021 and held it in 4 quarters.
Apis Capital Advisors's OptimizeRx position peaked at $4.28M in Q3 2021.
153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Apis Capital Advisors's 13F filing for Q1 2022, filed 13 May 2022.