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Petrus Trust Company’s OptimizeRx OPRX Stock Holding History

Petrus Trust Company’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
Q4 		– Sell
-47,501
Closed -$367K – 695
2024
Q3 		$367K Buy
+47,501
New +$422K 0.04% 337

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Vanguard Group
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William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Petrus Trust Company's OPRX Position: Q4 2024 in Review

Petrus Trust Company sold out of OptimizeRx (OPRX) in Q4 2024, closing a stake of 47,501 shares — an estimated $367K sold.

Petrus Trust Company first reported a position in OPRX in Q3 2024 and held it in 1 quarter. The position peaked at $367K in Q3 2024. 87 funds tracked by Wall St. Rank hold OPRX as of Q4 2024.

  • Petrus Trust Company reported no remaining OptimizeRx position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 47,501 OptimizeRx shares in Q4 2024, an estimated $367K.
  • Petrus Trust Company first reported a position in OptimizeRx in Q3 2024 and held it in 1 quarter.
  • Petrus Trust Company's OptimizeRx position peaked at $367K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.