ClariVest Asset Management’s OptimizeRx OPRX Stock Holding History

ClariVest Asset 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
2022 Q2	–	Sell	-11,600	Closed	-$438K	–	744
2022 Q1	$438K	Buy	11,600 +900	+8%	+$39.8K	0.02%	406
2021 Q4	$664K	Sell	10,700 -10,567	-50%	-$801K	0.02%	392
2021 Q3	$1.82M	Hold	21,267	–	–	0.06%	243
2021 Q2	$1.32M	Hold	21,267	–	–	0.04%	255
2021 Q1	$1.03M	Buy	+21,267	New	+$1.03M	0.04%	284

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GIPM

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

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

ClariVest Asset Management's OPRX Position: Q2 2022 in Review

ClariVest Asset Management sold out of OptimizeRx (OPRX) in Q2 2022, closing a stake of 11,600 shares — an estimated $438K sold.

ClariVest Asset Management first reported a position in OPRX in Q1 2021 and held it in 5 quarters. The position peaked at $1.82M in Q3 2021. 146 funds tracked by Wall St. Rank hold OPRX as of Q2 2022.

ClariVest Asset Management reported no remaining OptimizeRx position as of Q2 2022 after selling out during the quarter.
ClariVest Asset Management sold 11,600 OptimizeRx shares in Q2 2022, an estimated $438K.
ClariVest Asset Management first reported a position in OptimizeRx in Q1 2021 and held it in 5 quarters.
ClariVest Asset Management's OptimizeRx position peaked at $1.82M in Q3 2021.
146 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2022.

Based on ClariVest Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.