Mackay Shields LLC’s OptimizeRx OPRX Stock Holding History

Mackay Shields LLC’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 Q2	–	Sell	-5,200	Closed	-$253K	–	1132
2021 Q1	$253K	Buy	+5,200	New	+$251K	﹤0.01%	1366

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Mackay Shields LLC's OPRX Position: Q2 2021 in Review

Mackay Shields LLC sold out of OptimizeRx (OPRX) in Q2 2021, closing a stake of 5,200 shares — an estimated $253K sold.

Mackay Shields LLC first reported a position in OPRX in Q1 2021 and held it in 1 quarter. The position peaked at $253K in Q1 2021. 142 funds tracked by Wall St. Rank hold OPRX as of Q2 2021.

Mackay Shields LLC reported no remaining OptimizeRx position as of Q2 2021 after selling out during the quarter.
Mackay Shields LLC sold 5,200 OptimizeRx shares in Q2 2021, an estimated $253K.
Mackay Shields LLC first reported a position in OptimizeRx in Q1 2021 and held it in 1 quarter.
Mackay Shields LLC's OptimizeRx position peaked at $253K in Q1 2021.
142 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.