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Mount Capital’s OptimizeRx OPRX Stock Holding History

Mount Capital’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
-60,619
Closed -$898K – 49
2022
Q3 		$898K Hold
60,619
– – 0.38% 37
2022
Q2 		$1.66M Hold
60,619
– – 0.58% 33
2022
Q1 		$2.29M Buy
60,619
+23,751
+64% +$1.05M 0.66% 30
2021
Q4 		$2.29M Buy
+36,868
New +$2.79M 0.63% 31

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Capital's OPRX Position: Q4 2022 in Review

Mount Capital sold out of OptimizeRx (OPRX) in Q4 2022, closing a stake of 60,619 shares — an estimated $898K sold.

Mount Capital first reported a position in OPRX in Q4 2021 and held it in 4 quarters. The position peaked at $2.29M in Q4 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q4 2022.

  • Mount Capital reported no remaining OptimizeRx position as of Q4 2022 after selling out during the quarter.
  • Mount Capital sold 60,619 OptimizeRx shares in Q4 2022, an estimated $898K.
  • Mount Capital first reported a position in OptimizeRx in Q4 2021 and held it in 4 quarters.
  • Mount Capital's OptimizeRx position peaked at $2.29M in Q4 2021.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2022.

Based on Mount Capital's 13F filing for Q4 2022, filed 13 Feb 2023.