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Mutual of America Capital Management’s OptimizeRx OPRX Stock Holding History

Mutual of America Capital 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
-3,587
Closed -$53K – 1545
2022
Q3 		$53K Buy
3,587
+539
+18% +$10.7K ﹤0.01% 1601
2022
Q2 		$83K Buy
3,048
+488
+19% +$14.5K ﹤0.01% 1539
2022
Q1 		$97K Buy
2,560
+133
+5% +$5.89K ﹤0.01% 1522
2021
Q4 		$151K Buy
+2,427
New +$184K ﹤0.01% 1425

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 $406M AUM 164.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 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 $1.61T AUM 30.72% 1-Year Est. Return

Mutual of America Capital Management's OPRX Position: Q4 2022 in Review

Mutual of America Capital Management sold out of OptimizeRx (OPRX) in Q4 2022, closing a stake of 3,587 shares — an estimated $53K sold.

Mutual of America Capital Management first reported a position in OPRX in Q4 2021 and held it in 4 quarters. The position peaked at $151K in Q4 2021. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2022.

  • Mutual of America Capital Management reported no remaining OptimizeRx position as of Q4 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 3,587 OptimizeRx shares in Q4 2022, an estimated $53K.
  • Mutual of America Capital Management first reported a position in OptimizeRx in Q4 2021 and held it in 4 quarters.
  • Mutual of America Capital Management's OptimizeRx position peaked at $151K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.