Meeder Asset Management’s OptimizeRx OPRX Stock Holding History

Meeder 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
2022 Q4	–	Sell	-98	Closed	-$1K	–	1615
2022 Q3	$1K	Sell	98 -457	-82%	-$9.03K	﹤0.01%	1988
2022 Q2	$15K	Buy	555 +311	+127%	+$9.22K	﹤0.01%	1240
2022 Q1	$9K	Buy	244 +158	+184%	+$6.99K	﹤0.01%	1586
2021 Q4	$5K	Buy	+86	New	+$6.52K	﹤0.01%	866
2021 Q3	–	Sell	-1	Closed	–	–	2593
2021 Q2	$0	Sell	1 -30	-97%	-$1.53K	﹤0.01%	2609
2021 Q1	$1K	Buy	+31	New	+$1.5K	﹤0.01%	2237
2020 Q2	–	Sell	-295	Closed	-$3K	–	2335
2020 Q1	$3K	Buy	+295	New	+$2.8K	﹤0.01%	1971

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

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

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

Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

AIC

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

FLAM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meeder Asset Management's OPRX Position: Q4 2022 in Review

Meeder Asset Management sold out of OptimizeRx (OPRX) in Q4 2022, closing a stake of 98 shares — an estimated $1K sold.

Meeder Asset Management first reported a position in OPRX in Q1 2020 and held it in 7 quarters. The position peaked at $15K in Q2 2022. 128 funds tracked by Wall St. Rank hold OPRX as of Q4 2022.

Meeder Asset Management reported no remaining OptimizeRx position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 98 OptimizeRx shares in Q4 2022, an estimated $1K.
Meeder Asset Management first reported a position in OptimizeRx in Q1 2020 and held it in 7 quarters.
Meeder Asset Management's OptimizeRx position peaked at $15K in Q2 2022.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.