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MassMutual Private Wealth & Trust’s OptimizeRx OPRX Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-50
Closed -$1K – 1866
2022
Q4 		$1K Buy
+50
New +$865 ﹤0.01% 1508
2022
Q3 		– Sell
-11
Closed – – 1755
2022
Q2 		$0 Buy
+11
New +$326 ﹤0.01% 1651

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MassMutual Private Wealth & Trust's OPRX Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of OptimizeRx (OPRX) in Q1 2023, closing a stake of 50 shares — an estimated $1K sold.

MassMutual Private Wealth & Trust first reported a position in OPRX in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 110 funds tracked by Wall St. Rank hold OPRX as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining OptimizeRx position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 50 OptimizeRx shares in Q1 2023, an estimated $1K.
  • MassMutual Private Wealth & Trust first reported a position in OptimizeRx in Q2 2022 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's OptimizeRx position peaked at $1K in Q4 2022.
  • 110 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.