Symmetry Investments’s OptimizeRx OPRX Stock Holding History

Symmetry Investments’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 Q4	–	Sell	-11,600	Closed	-$992K	–	133
2021 Q3	$992K	Buy	+11,600	New	+$728K	0.15%	94

Other funds holding OPRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Symmetry Investments's OPRX Position: Q4 2021 in Review

Symmetry Investments sold out of OptimizeRx (OPRX) in Q4 2021, closing a stake of 11,600 shares — an estimated $992K sold.

Symmetry Investments first reported a position in OPRX in Q3 2021 and held it in 1 quarter. The position peaked at $992K in Q3 2021. 180 funds tracked by Wall St. Rank hold OPRX as of Q4 2021.

Symmetry Investments reported no remaining OptimizeRx position as of Q4 2021 after selling out during the quarter.
Symmetry Investments sold 11,600 OptimizeRx shares in Q4 2021, an estimated $992K.
Symmetry Investments first reported a position in OptimizeRx in Q3 2021 and held it in 1 quarter.
Symmetry Investments's OptimizeRx position peaked at $992K in Q3 2021.
180 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2021.

Based on Symmetry Investments's 13F filing for Q4 2021, filed 10 Feb 2022.