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EI
Ellevest Inc’s
OptimizeRx
OPRX
Stock Holding History
Ellevest Inc’s Portfolio
OPRX Stock Details
OPRX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-125
Closed
-$2.1K
–
2024
2022
Q4
$2.1K
Buy
+125
New
+$2.16K
﹤0.01%
1378
2022
Q2
–
Sell
-8
Closed
–
–
1608
2022
Q1
$0
Sell
8
-4
-33%
-$177
﹤0.01%
1581
2021
Q4
$1K
Hold
12
–
–
﹤0.01%
1311
2021
Q3
$1K
Sell
12
-7
-37%
-$439
﹤0.01%
1296
2021
Q2
$1K
Buy
+19
New
+$967
﹤0.01%
1179
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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