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Summit Securities Group’s OptimizeRx OPRX Stock Holding History

Summit Securities 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
-2,504
Closed -$25K – 779
2024
Q2 		$25K Buy
+2,504
New +$27.5K ﹤0.01% 363

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

Summit Securities Group's OPRX Position: Q3 2024 in Review

Summit Securities Group sold out of OptimizeRx (OPRX) in Q3 2024, closing a stake of 2,504 shares — an estimated $25K sold.

Summit Securities Group first reported a position in OPRX in Q2 2024 and held it in 1 quarter. The position peaked at $25K in Q2 2024. 85 funds tracked by Wall St. Rank hold OPRX as of Q3 2024.

  • Summit Securities Group reported no remaining OptimizeRx position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 2,504 OptimizeRx shares in Q3 2024, an estimated $25K.
  • Summit Securities Group first reported a position in OptimizeRx in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's OptimizeRx position peaked at $25K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.