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Householder Group Estate & Retirement Specialist’s OptimizeRx OPRX Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$0 Hold
70
– – ﹤0.01% 982
2024
Q3 		$0 Buy
+70
New +$622 ﹤0.01% 1278
2024
Q2 		– Sell
-70
Closed -$851 – 1301
2024
Q1 		$851 Hold
70
– – ﹤0.01% 1126
2023
Q4 		$1K Buy
+70
New +$672 ﹤0.01% 1082

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's OPRX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its OptimizeRx (OPRX) position steady in Q4 2024 at 70 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Householder Group Estate & Retirement Specialist first reported a position in OPRX in Q4 2023 and has held it in 4 quarters since. The position peaked at $1K in Q4 2023. 87 funds tracked by Wall St. Rank hold OPRX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 70 shares of OptimizeRx worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its OptimizeRx share count unchanged in Q4 2024.
  • OptimizeRx made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #982 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in OptimizeRx in Q4 2023 and has held it in 4 quarters since.
  • Householder Group Estate & Retirement Specialist's OptimizeRx position peaked at $1K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.