PWS
OPRX icon

Precision Wealth Strategies’s OptimizeRx OPRX Stock Holding History

Precision Wealth Strategies’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
Q2 		– Sell
-8,094
Closed -$305K – 176
2022
Q1 		$305K Sell
8,094
-1,835
-18% -$81.2K 0.18% 118
2021
Q4 		$617K Buy
9,929
+3,783
+62% +$287K 0.44% 66
2021
Q3 		$526K Buy
6,146
+1,069
+21% +$67.1K 0.41% 55
2021
Q2 		$314K Buy
5,077
+297
+6% +$15.1K 0.27% 75
2021
Q1 		$233K Buy
+4,780
New +$231K 0.22% 74

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

Precision Wealth Strategies's OPRX Position: Q2 2022 in Review

Precision Wealth Strategies sold out of OptimizeRx (OPRX) in Q2 2022, closing a stake of 8,094 shares — an estimated $305K sold.

Precision Wealth Strategies first reported a position in OPRX in Q1 2021 and held it in 5 quarters. The position peaked at $617K in Q4 2021. 146 funds tracked by Wall St. Rank hold OPRX as of Q2 2022.

  • Precision Wealth Strategies reported no remaining OptimizeRx position as of Q2 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 8,094 OptimizeRx shares in Q2 2022, an estimated $305K.
  • Precision Wealth Strategies first reported a position in OptimizeRx in Q1 2021 and held it in 5 quarters.
  • Precision Wealth Strategies's OptimizeRx position peaked at $617K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2022.

Based on Precision Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.