McDonald Partners’s OptimizeRx OPRX Stock Holding History

McDonald Partners’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	-24	Closed	-$1.49K	–	587
2021 Q4	$1.49K	Buy	+24	New	+$1.82K	﹤0.01%	397

Other funds holding OPRX

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

McDonald Partners's OPRX Position: Q1 2022 in Review

McDonald Partners sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 24 shares — an estimated $1.49K sold.

McDonald Partners first reported a position in OPRX in Q4 2021 and held it in 1 quarter. The position peaked at $1.49K in Q4 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

McDonald Partners reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 24 OptimizeRx shares in Q1 2022, an estimated $1.49K.
McDonald Partners first reported a position in OptimizeRx in Q4 2021 and held it in 1 quarter.
McDonald Partners's OptimizeRx position peaked at $1.49K in Q4 2021.
153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.