L2 Asset Management’s OptimizeRx OPRX Stock Holding History

L2 Asset 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
2023 Q4	–	Sell	-12,170	Closed	-$319	–	220
2023 Q3	$319	Buy	+12,170	New	+$132K	﹤0.01%	215

Other funds holding OPRX

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

L2 Asset Management's OPRX Position: Q4 2023 in Review

L2 Asset Management sold out of OptimizeRx (OPRX) in Q4 2023, closing a stake of 12,170 shares — an estimated $319 sold.

L2 Asset Management first reported a position in OPRX in Q3 2023 and held it in 1 quarter. The position peaked at $319 in Q3 2023. 98 funds tracked by Wall St. Rank hold OPRX as of Q4 2023.

L2 Asset Management reported no remaining OptimizeRx position as of Q4 2023 after selling out during the quarter.
L2 Asset Management sold 12,170 OptimizeRx shares in Q4 2023, an estimated $319.
L2 Asset Management first reported a position in OptimizeRx in Q3 2023 and held it in 1 quarter.
L2 Asset Management's OptimizeRx position peaked at $319 in Q3 2023.
98 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2023.

Based on L2 Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.