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Parkside Financial Bank & Trust’s OptimizeRx OPRX Stock Holding History

Parkside Financial Bank & Trust’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
-128
Closed -$2.15K – 2078
2022
Q4 		$2.15K Hold
128
– – ﹤0.01% 1652
2022
Q3 		$2K Buy
128
+124
+3,100% +$2.45K ﹤0.01% 1568
2022
Q2 		$0 Sell
4
-25
-86% -$741 ﹤0.01% 1909
2022
Q1 		$1K Sell
29
-22
-43% -$974 ﹤0.01% 1745
2021
Q4 		$3K Buy
+51
New +$3.87K ﹤0.01% 1515

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 $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Parkside Financial Bank & Trust's OPRX Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of OptimizeRx (OPRX) in Q1 2023, closing a stake of 128 shares — an estimated $2.15K sold.

Parkside Financial Bank & Trust first reported a position in OPRX in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 110 funds tracked by Wall St. Rank hold OPRX as of Q1 2023.

  • Parkside Financial Bank & Trust reported no remaining OptimizeRx position as of Q1 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 128 OptimizeRx shares in Q1 2023, an estimated $2.15K.
  • Parkside Financial Bank & Trust first reported a position in OptimizeRx in Q4 2021 and held it in 5 quarters.
  • Parkside Financial Bank & Trust's OptimizeRx position peaked at $3K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.