Envestnet Asset Management
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Envestnet Asset Management’s OptimizeRx OPRX Stock Holding History

Envestnet Asset 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
2022
Q1 		– Sell
-4,919
Closed -$306K – 4021
2021
Q4 		$306K Buy
4,919
+642
+15% +$48.6K ﹤0.01% 3401
2021
Q3 		$366K Buy
+4,277
New +$268K ﹤0.01% 3169

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DCM
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American Century Companies
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Handelsbanken Fonder
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GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
GIP
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Envestnet Asset Management's OPRX Position: Q1 2022 in Review

Envestnet Asset Management sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 4,919 shares — an estimated $306K sold.

Envestnet Asset Management first reported a position in OPRX in Q3 2021 and held it in 2 quarters. The position peaked at $366K in Q3 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

  • Envestnet Asset Management reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 4,919 OptimizeRx shares in Q1 2022, an estimated $306K.
  • Envestnet Asset Management first reported a position in OptimizeRx in Q3 2021 and held it in 2 quarters.
  • Envestnet Asset Management's OptimizeRx position peaked at $366K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Envestnet Asset Management's 13F filing for Q1 2022, filed 4 May 2022.