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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 $5.72T AUM 30.48% 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 $34.9B AUM 18.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 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 $13.6B AUM 173.98% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return