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Dorsey Wright & Associates’s OptimizeRx OPRX Stock Holding History

Dorsey Wright & Associates’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
-1,851
Closed -$158K – 316
2021
Q3 		$158K Buy
1,851
+144
+8% +$9.03K 0.03% 122
2021
Q2 		$106K Hold
1,707
– – 0.02% 129
2021
Q1 		$83.2K Buy
1,707
+978
+134% +$47.2K 0.98% 15
2020
Q4 		$23K Buy
729
+182
+33% +$4.46K ﹤0.01% 173
2020
Q3 		$11K Buy
+547
New +$9.39K ﹤0.01% 185

Other funds holding OPRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Dorsey Wright & Associates's OPRX Position: Q4 2021 in Review

Dorsey Wright & Associates sold out of OptimizeRx (OPRX) in Q4 2021, closing a stake of 1,851 shares — an estimated $158K sold.

Dorsey Wright & Associates first reported a position in OPRX in Q3 2020 and held it in 5 quarters. The position peaked at $158K in Q3 2021. 180 funds tracked by Wall St. Rank hold OPRX as of Q4 2021.

  • Dorsey Wright & Associates reported no remaining OptimizeRx position as of Q4 2021 after selling out during the quarter.
  • Dorsey Wright & Associates sold 1,851 OptimizeRx shares in Q4 2021, an estimated $158K.
  • Dorsey Wright & Associates first reported a position in OptimizeRx in Q3 2020 and held it in 5 quarters.
  • Dorsey Wright & Associates's OptimizeRx position peaked at $158K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2021.

Based on Dorsey Wright & Associates's 13F filing for Q4 2021, filed 27 Jan 2022.