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Dakota Wealth Management’s OptimizeRx OPRX Stock Holding History

Dakota Wealth 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
2021
Q4 		– Sell
-3,892
Closed -$333K – 398
2021
Q3 		$333K Buy
+3,892
New +$244K 0.04% 270

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Dakota Wealth Management's OPRX Position: Q4 2021 in Review

Dakota Wealth Management sold out of OptimizeRx (OPRX) in Q4 2021, closing a stake of 3,892 shares — an estimated $333K sold.

Dakota Wealth Management first reported a position in OPRX in Q3 2021 and held it in 1 quarter. The position peaked at $333K in Q3 2021. 180 funds tracked by Wall St. Rank hold OPRX as of Q4 2021.

  • Dakota Wealth Management reported no remaining OptimizeRx position as of Q4 2021 after selling out during the quarter.
  • Dakota Wealth Management sold 3,892 OptimizeRx shares in Q4 2021, an estimated $333K.
  • Dakota Wealth Management first reported a position in OptimizeRx in Q3 2021 and held it in 1 quarter.
  • Dakota Wealth Management's OptimizeRx position peaked at $333K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2021.

Based on Dakota Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.