Avestar Capital’s OptimizeRx OPRX Stock Holding History

Avestar Capital’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 Q2	–	Sell	-8,715	Closed	-$329K	–	373
2022 Q1	$329K	Buy	8,715 +2,713	+45%	+$120K	0.05%	290
2021 Q4	$373K	Buy	+6,002	New	+$455K	0.05%	301

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

GIPM

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

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

DCM

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

Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

Avestar Capital's OPRX Position: Q2 2022 in Review

Avestar Capital sold out of OptimizeRx (OPRX) in Q2 2022, closing a stake of 8,715 shares — an estimated $329K sold.

Avestar Capital first reported a position in OPRX in Q4 2021 and held it in 2 quarters. The position peaked at $373K in Q4 2021. 146 funds tracked by Wall St. Rank hold OPRX as of Q2 2022.

Avestar Capital reported no remaining OptimizeRx position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 8,715 OptimizeRx shares in Q2 2022, an estimated $329K.
Avestar Capital first reported a position in OptimizeRx in Q4 2021 and held it in 2 quarters.
Avestar Capital's OptimizeRx position peaked at $373K in Q4 2021.
146 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.