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Redwood Wealth Management Group’s OptimizeRx OPRX Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-1,750
Closed -$17.5K – 802
2024
Q2 		$17.5K Buy
+1,750
New +$19.2K 0.01% 469

Other funds holding OPRX

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
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
SM
Samjo Management New York $293M AUM 57.03% 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
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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Redwood Wealth Management Group's OPRX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of OptimizeRx (OPRX) in Q3 2024, closing a stake of 1,750 shares — an estimated $17.5K sold.

Redwood Wealth Management Group first reported a position in OPRX in Q2 2024 and held it in 1 quarter. The position peaked at $17.5K in Q2 2024. 85 funds tracked by Wall St. Rank hold OPRX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining OptimizeRx position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,750 OptimizeRx shares in Q3 2024, an estimated $17.5K.
  • Redwood Wealth Management Group first reported a position in OptimizeRx in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's OptimizeRx position peaked at $17.5K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.