Cetera Advisors’s OptimizeRx OPRX Stock Holding History

Cetera 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
2022 Q1	–	Sell	-4,550	Closed	-$283K	–	1498
2021 Q4	$283K	Sell	4,550 -870	-16%	-$65.9K	0.01%	1145
2021 Q3	$464K	Sell	5,420 -1,565	-22%	-$98.2K	0.01%	906
2021 Q2	$432K	Sell	6,985 -820	-11%	-$41.7K	0.01%	881
2021 Q1	$380K	Buy	+7,805	New	+$377K	0.01%	856

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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

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

GIPM

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

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Cetera Advisors's OPRX Position: Q1 2022 in Review

Cetera Advisors sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 4,550 shares — an estimated $283K sold.

Cetera Advisors first reported a position in OPRX in Q1 2021 and held it in 4 quarters. The position peaked at $464K in Q3 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

Cetera Advisors reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
Cetera Advisors sold 4,550 OptimizeRx shares in Q1 2022, an estimated $283K.
Cetera Advisors first reported a position in OptimizeRx in Q1 2021 and held it in 4 quarters.
Cetera Advisors's OptimizeRx position peaked at $464K in Q3 2021.
153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Cetera Advisors's 13F filing for Q1 2022, filed 12 May 2022.