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Colonial Trust’s OptimizeRx OPRX Stock Holding History

Colonial Trust’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
2025
Q1 		– Sell
-512
Closed -$2.7K – 1268
2024
Q4 		$2.7K Buy
512
+121
+31% +$676 ﹤0.01% 1178
2024
Q3 		$3.03K Buy
391
+70
+22% +$622 ﹤0.01% 957
2024
Q2 		$3.31K Buy
321
+61
+23% +$670 ﹤0.01% 892
2024
Q1 		$3.16K Hold
260
– – ﹤0.01% 881
2023
Q4 		$3.77K Buy
260
+122
+88% +$1.17K ﹤0.01% 828
2023
Q3 		$1.12K Sell
138
-77
-36% -$838 ﹤0.01% 928
2023
Q2 		$3.06K Hold
215
– – ﹤0.01% 846
2023
Q1 		$3.12K Hold
215
– – ﹤0.01% 807
2022
Q4 		$3.56K Buy
+215
New +$3.72K ﹤0.01% 796

Other funds holding OPRX

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BlackRock
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RA
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Vanguard Group
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $965M AUM 79.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return