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Silvercrest Asset Management’s OptimizeRx OPRX Stock Holding History

Silvercrest Asset 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
2021
Q3 		– Sell
-120,136
Closed -$7.44M – 867
2021
Q2 		$7.44M Sell
120,136
-337
-0.3% -$17.1K 0.05% 323
2021
Q1 		$5.87M Sell
120,473
-151,819
-56% -$7.33M 0.04% 354
2020
Q4 		$8.48M Sell
272,292
-46,489
-15% -$1.14M 0.06% 267
2020
Q3 		$6.65M Sell
318,781
-6,151
-2% -$106K 0.06% 283
2020
Q2 		$4.23M Buy
+324,932
New +$3.53M 0.04% 356

Other funds holding OPRX

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Vanguard Group
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return