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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Geller Advisors's OPRX Position: Q1 2022 in Review

Geller Advisors sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 10,200 shares — an estimated $634K sold.

Geller Advisors first reported a position in OPRX in Q3 2019 and held it in 10 quarters. The position peaked at $1.71M in Q3 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

Geller Advisors reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
Geller Advisors sold 10,200 OptimizeRx shares in Q1 2022, an estimated $634K.
Geller Advisors first reported a position in OptimizeRx in Q3 2019 and held it in 10 quarters.
Geller Advisors's OptimizeRx position peaked at $1.71M in Q3 2021.
153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Geller Advisors's 13F filing for Q1 2022, filed 13 May 2022.