IHT Wealth Management’s OptimizeRx OPRX Stock Holding History

IHT 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
2021 Q4	–	Sell	-2,637	Closed	-$226K	–	839
2021 Q3	$226K	Buy	+2,637	New	+$165K	0.02%	698

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

IHT Wealth Management's OPRX Position: Q4 2021 in Review

IHT Wealth Management sold out of OptimizeRx (OPRX) in Q4 2021, closing a stake of 2,637 shares — an estimated $226K sold.

IHT Wealth Management first reported a position in OPRX in Q3 2021 and held it in 1 quarter. The position peaked at $226K in Q3 2021. 180 funds tracked by Wall St. Rank hold OPRX as of Q4 2021.

IHT Wealth Management reported no remaining OptimizeRx position as of Q4 2021 after selling out during the quarter.
IHT Wealth Management sold 2,637 OptimizeRx shares in Q4 2021, an estimated $226K.
IHT Wealth Management first reported a position in OptimizeRx in Q3 2021 and held it in 1 quarter.
IHT Wealth Management's OptimizeRx position peaked at $226K in Q3 2021.
180 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.