PFM
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Premier Fund Managers’s OptimizeRx OPRX Stock Holding History

Premier Fund Managers’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
Q2 		– Sell
-15,511
Closed -$188K – 216
2024
Q1 		$188K Buy
+15,511
New +$225K 0.01% 206
2023
Q3 		– Sell
-35,415
Closed -$503K – 213
2023
Q2 		$503K Buy
+35,415
New +$504K 0.02% 190
2022
Q3 		– Sell
-60,904
Closed -$1.76M – 202
2022
Q2 		$1.76M Hold
60,904
– – 0.08% 145
2022
Q1 		$2.32M Buy
+60,904
New +$2.7M 0.08% 152

Other funds holding OPRX

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return