Cadence Capital Management’s OptimizeRx OPRX Stock Holding History

Cadence Capital Management’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
2020 Q1	–	Sell	-137,497	Closed	-$1.41M	–	455
2019 Q4	$1.41M	Sell	137,497 -21,575	-14%	-$244K	0.15%	196
2019 Q3	$2.3M	Buy	+159,072	New	+$2.46M	0.33%	108

Other funds holding OPRX

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

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

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

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

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return

S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return

Cadence Capital Management's OPRX Position: Q1 2020 in Review

Cadence Capital Management sold out of OptimizeRx (OPRX) in Q1 2020, closing a stake of 137,497 shares — an estimated $1.41M sold.

Cadence Capital Management first reported a position in OPRX in Q3 2019 and held it in 2 quarters. The position peaked at $2.3M in Q3 2019. 51 funds tracked by Wall St. Rank hold OPRX as of Q1 2020.

Cadence Capital Management reported no remaining OptimizeRx position as of Q1 2020 after selling out during the quarter.
Cadence Capital Management sold 137,497 OptimizeRx shares in Q1 2020, an estimated $1.41M.
Cadence Capital Management first reported a position in OptimizeRx in Q3 2019 and held it in 2 quarters.
Cadence Capital Management's OptimizeRx position peaked at $2.3M in Q3 2019.
51 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2020.

Based on Cadence Capital Management's 13F filing for Q1 2020, filed 4 May 2020.