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Fieldpoint Private Securities’s OptimizeRx OPRX Stock Holding History

Fieldpoint Private Securities’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
-70
Closed -$4K – 1719
2021
Q4 		$4K Buy
+70
New +$5.3K ﹤0.01% 1340

Other funds holding OPRX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Fieldpoint Private Securities's OPRX Position: Q1 2022 in Review

Fieldpoint Private Securities sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 70 shares — an estimated $4K sold.

Fieldpoint Private Securities first reported a position in OPRX in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

  • Fieldpoint Private Securities reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 70 OptimizeRx shares in Q1 2022, an estimated $4K.
  • Fieldpoint Private Securities first reported a position in OptimizeRx in Q4 2021 and held it in 1 quarter.
  • Fieldpoint Private Securities's OptimizeRx position peaked at $4K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Fieldpoint Private Securities's 13F filing for Q1 2022, filed 7 Apr 2022.