Stifel Financial
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Stifel Financial’s OptimizeRx OPRX Stock Holding History

Stifel Financial’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
Q4 		– Sell
-10,275
Closed -$152K – 3360
2022
Q3 		$152K Buy
10,275
+119
+1% +$2.35K ﹤0.01% 3021
2022
Q2 		$278K Buy
10,156
+2,781
+38% +$82.4K ﹤0.01% 2799
2022
Q1 		$278K Buy
+7,375
New +$326K ﹤0.01% 2924

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's OPRX Position: Q4 2022 in Review

Stifel Financial sold out of OptimizeRx (OPRX) in Q4 2022, closing a stake of 10,275 shares — an estimated $152K sold.

Stifel Financial first reported a position in OPRX in Q1 2022 and held it in 3 quarters. The position peaked at $278K in Q2 2022. 128 funds tracked by Wall St. Rank hold OPRX as of Q4 2022.

  • Stifel Financial reported no remaining OptimizeRx position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 10,275 OptimizeRx shares in Q4 2022, an estimated $152K.
  • Stifel Financial first reported a position in OptimizeRx in Q1 2022 and held it in 3 quarters.
  • Stifel Financial's OptimizeRx position peaked at $278K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.