PPA
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Parametric Portfolio Associates’s OptimizeRx OPRX Stock Holding History

Parametric Portfolio Associates’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
Q1 		$887K Sell
23,515
-11,570
-33% -$512K ﹤0.01% 2834
2021
Q4 		$2.18M Sell
35,085
-44,105
-56% -$3.34M ﹤0.01% 2390
2021
Q3 		$6.78M Buy
79,190
+35,343
+81% +$2.22M ﹤0.01% 1629
2021
Q2 		$2.71M Buy
43,847
+6,264
+17% +$319K ﹤0.01% 2262
2021
Q1 		$1.83M Buy
+37,583
New +$1.81M ﹤0.01% 2837
2019
Q4 		– Sell
-18,076
Closed -$262K – 3990
2019
Q3 		$262K Buy
+18,076
New +$280K ﹤0.01% 3605

Other funds holding OPRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return