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Independent Advisor Alliance’s OptimizeRx OPRX Stock Holding History

Independent Advisor Alliance’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
2022
Q1 		– Sell
-4,068
Closed -$253K – 719
2021
Q4 		$253K Buy
4,068
+46
+1% +$3.49K 0.01% 570
2021
Q3 		$344K Buy
4,022
+91
+2% +$5.71K 0.02% 458
2021
Q2 		$243K Buy
+3,931
New +$200K 0.01% 548

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Independent Advisor Alliance's OPRX Position: Q1 2022 in Review

Independent Advisor Alliance sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 4,068 shares — an estimated $253K sold.

Independent Advisor Alliance first reported a position in OPRX in Q2 2021 and held it in 3 quarters. The position peaked at $344K in Q3 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

  • Independent Advisor Alliance reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,068 OptimizeRx shares in Q1 2022, an estimated $253K.
  • Independent Advisor Alliance first reported a position in OptimizeRx in Q2 2021 and held it in 3 quarters.
  • Independent Advisor Alliance's OptimizeRx position peaked at $344K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.