nVerses Capital’s OptimizeRx OPRX Stock Holding History

nVerses 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
2024 Q3	–	Sell	-200	Closed	-$2K	–	1292
2024 Q2	$2K	Buy	+200	New	+$2.2K	﹤0.01%	970

Other funds holding OPRX

FLAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

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

Samjo Management New York $293M AUM 57.03% 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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

nVerses Capital's OPRX Position: Q3 2024 in Review

nVerses Capital sold out of OptimizeRx (OPRX) in Q3 2024, closing a stake of 200 shares — an estimated $2K sold.

nVerses Capital first reported a position in OPRX in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 85 funds tracked by Wall St. Rank hold OPRX as of Q3 2024.

nVerses Capital reported no remaining OptimizeRx position as of Q3 2024 after selling out during the quarter.
nVerses Capital sold 200 OptimizeRx shares in Q3 2024, an estimated $2K.
nVerses Capital first reported a position in OptimizeRx in Q2 2024 and held it in 1 quarter.
nVerses Capital's OptimizeRx position peaked at $2K in Q2 2024.
85 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2024.

Based on nVerses Capital's 13F filing for Q3 2024, filed 16 Oct 2024.