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IFP Advisors’s OptimizeRx OPRX Stock Holding History

IFP 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
2026
Q1 		$873 Buy
139
+137
+6,850% +$1.27K ﹤0.01% 4259
2025
Q4 		$25 Buy
+2
New +$33 ﹤0.01% 4784
2025
Q3 		– Hold
0
– -$1.28K – 5040
2025
Q2 		– Hold
0
– – – 4112
2023
Q1 		– Sell
-1
Closed -$1K – 4120
2022
Q4 		$1K Sell
1
-21
-95% -$363 ﹤0.01% 4427
2022
Q3 		$2K Buy
22
+1
+5% +$20 ﹤0.01% 4389
2022
Q2 		$1K Hold
21
– – ﹤0.01% 4406
2022
Q1 		$1K Buy
+21
New +$929 ﹤0.01% 4404
2021
Q4 		– Sell
-100
Closed -$9K – 3450
2021
Q3 		$9K Buy
+100
New +$6.27K ﹤0.01% 2330
2021
Q2 		– Hold
0
– – – 4009
2021
Q1 		– Hold
0
– – – 3923
2020
Q4 		– Hold
0
– – – 3751
2020
Q3 		– Hold
0
– – – 3622
2020
Q2 		– Hold
0
– – – 3455
2020
Q1 		– Hold
0
– – – 3413
2019
Q4 		– Hold
0
– – – 3388
2019
Q3 		– Hold
0
– – – 3496
2019
Q1 		– Sell
-1,350
Closed -$13K – 3106
2018
Q4 		$13K Sell
1,350
-200
-13% -$2.96K ﹤0.01% 2369
2018
Q3 		$28K Buy
+1,550
New +$19.5K ﹤0.01% 2256

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $965M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return