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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 – 3923
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 $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 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
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's OPRX Position: Q1 2023 in Review

NewEdge Advisors sold out of OptimizeRx (OPRX) in Q1 2023, closing a stake of 549 shares — an estimated $9 sold.

NewEdge Advisors first reported a position in OPRX in Q2 2021 and held it in 6 quarters. The position peaked at $1.14M in Q3 2021. 110 funds tracked by Wall St. Rank hold OPRX as of Q1 2023.

  • NewEdge Advisors reported no remaining OptimizeRx position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 549 OptimizeRx shares in Q1 2023, an estimated $9.
  • NewEdge Advisors first reported a position in OptimizeRx in Q2 2021 and held it in 6 quarters.
  • NewEdge Advisors's OptimizeRx position peaked at $1.14M in Q3 2021.
  • 110 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.