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 $1.65B AUM 203.21% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

Premier Fund Managers's OPRX Position: Q2 2024 in Review

Premier Fund Managers sold out of OptimizeRx (OPRX) in Q2 2024, closing a stake of 15,511 shares — an estimated $188K sold.

Premier Fund Managers first reported a position in OPRX in Q1 2022 and held it in 4 quarters. The position peaked at $2.32M in Q1 2022. 92 funds tracked by Wall St. Rank hold OPRX as of Q2 2024.

Premier Fund Managers reported no remaining OptimizeRx position as of Q2 2024 after selling out during the quarter.
Premier Fund Managers sold 15,511 OptimizeRx shares in Q2 2024, an estimated $188K.
Premier Fund Managers first reported a position in OptimizeRx in Q1 2022 and held it in 4 quarters.
Premier Fund Managers's OptimizeRx position peaked at $2.32M in Q1 2022.
92 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2024.

Based on Premier Fund Managers's 13F filing for Q2 2024, filed 13 Aug 2024.