Rockefeller Capital Management
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Rockefeller Capital Management’s OptimizeRx OPRX Stock Holding History

Rockefeller Capital Management’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
2023
Q1 		– Sell
-9
Closed – – 3295
2022
Q4 		$0 Sell
9
-3,500
-100% -$60.5K ﹤0.01% 4114
2022
Q3 		$52K Sell
3,509
-129
-4% -$2.55K ﹤0.01% 2324
2022
Q2 		$99K Buy
3,638
+138
+4% +$4.09K ﹤0.01% 1953
2022
Q1 		$131K Buy
+3,500
New +$155K ﹤0.01% 1869

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