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Family Management’s OptimizeRx OPRX Stock Holding History

Family 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
2018
Q4 		– Sell
-13,334
Closed -$240K – 131
2018
Q3 		$240K Sell
13,334
-4,334
-25% -$54.6K 0.14% 57
2018
Q2 		$184K Buy
+17,668
New +$182K 0.11% 65

Other funds holding OPRX

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Venator Capital Management Toronto, Ontario, Canada $48.7M AUM 87.97% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Family Management's OPRX Position: Q4 2018 in Review

Family Management sold out of OptimizeRx (OPRX) in Q4 2018, closing a stake of 13,334 shares — an estimated $240K sold.

Family Management first reported a position in OPRX in Q2 2018 and held it in 2 quarters. The position peaked at $240K in Q3 2018. 38 funds tracked by Wall St. Rank hold OPRX as of Q4 2018.

  • Family Management reported no remaining OptimizeRx position as of Q4 2018 after selling out during the quarter.
  • Family Management sold 13,334 OptimizeRx shares in Q4 2018, an estimated $240K.
  • Family Management first reported a position in OptimizeRx in Q2 2018 and held it in 2 quarters.
  • Family Management's OptimizeRx position peaked at $240K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2018.

Based on Family Management's 13F filing for Q4 2018, filed 14 Feb 2019.