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Geller Advisors’s OptimizeRx OPRX Stock Holding History

Geller Advisors’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
-10,200
Closed -$634K – 183
2021
Q4 		$634K Sell
10,200
-9,800
-49% -$743K 0.12% 48
2021
Q3 		$1.71M Hold
20,000
– – 0.37% 18
2021
Q2 		$1.24M Hold
20,000
– – 0.27% 20
2021
Q1 		$975K Hold
20,000
– – 0.23% 18
2020
Q4 		$623K Hold
20,000
– – 0.16% 33
2020
Q3 		$417K Hold
20,000
– – 0.12% 42
2020
Q2 		$261K Hold
20,000
– – 0.08% 64
2020
Q1 		$181K Hold
20,000
– – 0.05% 67
2019
Q4 		$205K Hold
20,000
– – 0.06% 55
2019
Q3 		$290K Buy
+20,000
New +$310K 0.11% 42

Other funds holding OPRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $406M AUM 164.47% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return