HIIFS
OPRX icon

Harel Insurance Investments & Financial Services’s OptimizeRx OPRX Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-284
Closed -$4K – 724
2022
Q3 		$4K Sell
284
-43
-13% -$850 ﹤0.01% 680
2022
Q2 		$9K Sell
327
-29
-8% -$859 ﹤0.01% 674
2022
Q1 		$13K Sell
356
-67
-16% -$2.96K ﹤0.01% 652
2021
Q4 		$26K Buy
+423
New +$32.1K ﹤0.01% 658
2021
Q2 		– Sell
-6,082
Closed -$991K – 840
2021
Q1 		$991K Sell
6,082
-18
-0.3% -$868 0.02% 359
2020
Q4 		$611K Sell
6,100
-16,300
-73% -$399K 0.01% 334
2020
Q3 		$467K Buy
+22,400
New +$385K 0.02% 202

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's OPRX Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of OptimizeRx (OPRX) in Q4 2022, closing a stake of 284 shares — an estimated $4K sold.

Harel Insurance Investments & Financial Services first reported a position in OPRX in Q3 2020 and held it in 7 quarters. The position peaked at $991K in Q1 2021. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2022.

  • Harel Insurance Investments & Financial Services reported no remaining OptimizeRx position as of Q4 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 284 OptimizeRx shares in Q4 2022, an estimated $4K.
  • Harel Insurance Investments & Financial Services first reported a position in OptimizeRx in Q3 2020 and held it in 7 quarters.
  • Harel Insurance Investments & Financial Services's OptimizeRx position peaked at $991K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.