Benjamin F. Edwards & Company’s OptimizeRx OPRX Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$2K	Sell	248 -183	-42%	-$2.01K	﹤0.01%	2053
2024 Q1	$5K	Hold	431	–	–	﹤0.01%	1876
2023 Q4	$6K	Sell	431 -24	-5%	-$230	﹤0.01%	1811
2023 Q3	$4K	Buy	455 +193	+74%	+$2.1K	﹤0.01%	1613
2023 Q2	$4K	Hold	262	–	–	﹤0.01%	1602
2023 Q1	$4K	Sell	262 -45	-15%	-$753	﹤0.01%	1604
2022 Q4	$5K	Buy	307 +70	+30%	+$1.21K	﹤0.01%	1582
2022 Q3	$4K	Sell	237 -12	-5%	-$237	﹤0.01%	1607
2022 Q2	$7K	Hold	249	–	–	﹤0.01%	1466
2022 Q1	$9K	Hold	249	–	–	﹤0.01%	1398
2021 Q4	$15K	Buy	+249	New	+$18.9K	﹤0.01%	1301
2021 Q3	–	Sell	-166	Closed	-$10K	–	1750
2021 Q2	$10K	Buy	+166	New	+$8.45K	﹤0.01%	1385

Other funds holding OPRX

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIPM

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

Benjamin F. Edwards & Company's OPRX Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its OptimizeRx (OPRX) stake by 42% in Q2 2024, selling an estimated $2.01K and leaving 248 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Benjamin F. Edwards & Company first reported a position in OPRX in Q2 2021 and has held it in 12 quarters since. The position peaked at $15K in Q4 2021. 92 funds tracked by Wall St. Rank hold OPRX as of Q2 2024.

Benjamin F. Edwards & Company held 248 shares of OptimizeRx worth $2K as of Q2 2024.
Benjamin F. Edwards & Company sold 183 OptimizeRx shares in Q2 2024, an estimated $2.01K.
OptimizeRx made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2053 holding.
Benjamin F. Edwards & Company first reported a position in OptimizeRx in Q2 2021 and has held it in 12 quarters since.
Benjamin F. Edwards & Company's OptimizeRx position peaked at $15K in Q4 2021.
92 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.