HighTower Advisors’s OptimizeRx OPRX Stock Holding History

HighTower 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
2021 Q4	–	Sell	-3,925	Closed	-$336K	–	3419
2021 Q3	$336K	Buy	+3,925	New	+$246K	﹤0.01%	2340

Other funds holding OPRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

HighTower Advisors's OPRX Position: Q4 2021 in Review

HighTower Advisors sold out of OptimizeRx (OPRX) in Q4 2021, closing a stake of 3,925 shares — an estimated $336K sold.

HighTower Advisors first reported a position in OPRX in Q3 2021 and held it in 1 quarter. The position peaked at $336K in Q3 2021. 180 funds tracked by Wall St. Rank hold OPRX as of Q4 2021.

HighTower Advisors reported no remaining OptimizeRx position as of Q4 2021 after selling out during the quarter.
HighTower Advisors sold 3,925 OptimizeRx shares in Q4 2021, an estimated $336K.
HighTower Advisors first reported a position in OptimizeRx in Q3 2021 and held it in 1 quarter.
HighTower Advisors's OptimizeRx position peaked at $336K in Q3 2021.
180 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2021.

Based on HighTower Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.