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NewEdge Advisors’s OptimizeRx OPRX Stock Holding History

NewEdge Advisors’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
-549
Closed -$9 – 3925
2022
Q4 		$9 Buy
+549
New +$9.49K ﹤0.01% 3725
2022
Q3 		– Sell
-29,502
Closed -$808K – 1622
2022
Q2 		$808K Buy
29,502
+10,126
+52% +$300K 0.01% 769
2022
Q1 		$731K Buy
19,376
+8,074
+71% +$357K 0.01% 739
2021
Q4 		$702K Sell
11,302
-2,038
-15% -$154K 0.01% 907
2021
Q3 		$1.14M Sell
13,340
-2,336
-15% -$147K 0.03% 482
2021
Q2 		$970K Buy
+15,676
New +$798K 0.03% 502

Other funds holding OPRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 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 $34.9B AUM 18.88% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 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 $2.9T AUM 29.55% 1-Year Est. Return