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Spire Wealth Management’s OptimizeRx OPRX Stock Holding History

Spire Wealth 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
2022
Q1 		– Sell
-220
Closed -$14K – 2771
2021
Q4 		$14K Buy
+220
New +$16.7K ﹤0.01% 2250
2021
Q2 		– Sell
-260
Closed -$12K – 2859
2021
Q1 		$12K Buy
+260
New +$12.5K ﹤0.01% 2356

Other funds holding OPRX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Spire Wealth Management's OPRX Position: Q1 2022 in Review

Spire Wealth Management sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 220 shares — an estimated $14K sold.

Spire Wealth Management first reported a position in OPRX in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

  • Spire Wealth Management reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 220 OptimizeRx shares in Q1 2022, an estimated $14K.
  • Spire Wealth Management first reported a position in OptimizeRx in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's OptimizeRx position peaked at $14K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.