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 $903M AUM 163.47% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Park West Asset Management San Francisco, California $1.13B AUM 47.25% 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 $6.41B AUM 4.78% 1-Year Est. Return

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return