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FSB Premier Wealth Management’s OptimizeRx OPRX Stock Holding History

FSB Premier Wealth 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
-332
Closed -$20K – 390
2021
Q4 		$20K Buy
+332
New +$25.2K 0.01% 348

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DCM
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State Street
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American Century Companies
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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
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FSB Premier Wealth Management's OPRX Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 332 shares — an estimated $20K sold.

FSB Premier Wealth Management first reported a position in OPRX in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 332 OptimizeRx shares in Q1 2022, an estimated $20K.
  • FSB Premier Wealth Management first reported a position in OptimizeRx in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's OptimizeRx position peaked at $20K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.