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ICA Group Wealth Management’s OptimizeRx OPRX Stock Holding History

ICA Group Wealth Management’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
Q1 		– Sell
-50
Closed -$716 – 1403
2023
Q4 		$716 Buy
+50
New +$480 ﹤0.01% 1266
2023
Q3 		– Sell
-50
Closed -$715 – 896
2023
Q2 		$715 Hold
50
– – ﹤0.01% 1225
2023
Q1 		$732 Hold
50
– – ﹤0.01% 1171
2022
Q4 		$840 Buy
+50
New +$865 ﹤0.01% 1192

Other funds holding OPRX

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

ICA Group Wealth Management's OPRX Position: Q1 2024 in Review

ICA Group Wealth Management sold out of OptimizeRx (OPRX) in Q1 2024, closing a stake of 50 shares — an estimated $716 sold.

ICA Group Wealth Management first reported a position in OPRX in Q4 2022 and held it in 4 quarters. The position peaked at $840 in Q4 2022. 97 funds tracked by Wall St. Rank hold OPRX as of Q1 2024.

  • ICA Group Wealth Management reported no remaining OptimizeRx position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 50 OptimizeRx shares in Q1 2024, an estimated $716.
  • ICA Group Wealth Management first reported a position in OptimizeRx in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's OptimizeRx position peaked at $840 in Q4 2022.
  • 97 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.