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Berman Capital Advisors’s OptimizeRx OPRX Stock Holding History

Berman 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
2021
Q3 		$1K Buy
+18
New +$1.13K ﹤0.01% 1926

Other funds holding OPRX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Berman Capital Advisors's OPRX Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in OptimizeRx (OPRX) in Q3 2021: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1926 among its holdings.

163 funds tracked by Wall St. Rank hold OPRX as of Q3 2021.

  • Berman Capital Advisors held 18 shares of OptimizeRx worth $1K as of Q3 2021.
  • OptimizeRx was a new Berman Capital Advisors position in Q3 2021.
  • OptimizeRx made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1926 holding.
  • 163 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.