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Oberweis Asset Management’s OptimizeRx OPRX Stock Holding History

Oberweis Asset 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
2019
Q4 		– Sell
-51,500
Closed -$746K – 217
2019
Q3 		$746K Buy
51,500
+14,500
+39% +$224K 0.17% 105
2019
Q2 		$599K Buy
+37,000
New +$500K 0.11% 125

Other funds holding OPRX

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Oberweis Asset Management's OPRX Position: Q4 2019 in Review

Oberweis Asset Management sold out of OptimizeRx (OPRX) in Q4 2019, closing a stake of 51,500 shares — an estimated $746K sold.

Oberweis Asset Management first reported a position in OPRX in Q2 2019 and held it in 2 quarters. The position peaked at $746K in Q3 2019. 56 funds tracked by Wall St. Rank hold OPRX as of Q4 2019.

  • Oberweis Asset Management reported no remaining OptimizeRx position as of Q4 2019 after selling out during the quarter.
  • Oberweis Asset Management sold 51,500 OptimizeRx shares in Q4 2019, an estimated $746K.
  • Oberweis Asset Management first reported a position in OptimizeRx in Q2 2019 and held it in 2 quarters.
  • Oberweis Asset Management's OptimizeRx position peaked at $746K in Q3 2019.
  • 56 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2019.

Based on Oberweis Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.