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Clearstead Advisors’s GoodRx Holdings GDRX Stock Holding History

Clearstead Advisors’s Portfolio GDRX Stock Details GDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$28 – 2483
2025
Q4 		$28 Sell
10
-22
-69% -$72 ﹤0.01% 2662
2025
Q3 		$136 Sell
32
-168
-84% -$739 ﹤0.01% 2900
2025
Q2 		$996 Hold
200
– – ﹤0.01% 2434
2025
Q1 		$882 Hold
200
– – ﹤0.01% 2000
2024
Q4 		$930 Hold
200
– – ﹤0.01% 1930
2024
Q3 		$1.39K Hold
200
– – ﹤0.01% 1873
2024
Q2 		$1.56K Hold
200
– – ﹤0.01% 1845
2024
Q1 		$1.34K Buy
+200
New +$1.32K ﹤0.01% 1370
2023
Q2 		– Sell
-100
Closed -$625 – 1403
2023
Q1 		$625 Hold
100
– – ﹤0.01% 1280
2022
Q4 		$466 Sell
100
-40
-29% -$197 ﹤0.01% 1237
2022
Q3 		$1K Hold
140
– – ﹤0.01% 1148
2022
Q2 		$1K Hold
140
– – ﹤0.01% 1183
2022
Q1 		$3K Hold
140
– – ﹤0.01% 1144
2021
Q4 		$5K Buy
140
+10
+8% +$402 ﹤0.01% 995
2021
Q3 		$5K Hold
130
– – ﹤0.01% 1020
2021
Q2 		$5K Buy
130
+30
+30% +$1.11K ﹤0.01% 881
2021
Q1 		$4K Buy
+100
New +$4.5K ﹤0.01% 886

Other funds holding GDRX

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return