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Taylor Wealth Management Partners’s OptimizeRx OPRX Stock Holding History

Taylor Wealth Management Partners’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
Q2 		– Sell
-9,184
Closed -$346K – 59
2022
Q1 		$346K Sell
9,184
-1,020
-10% -$45.1K 0.14% 55
2021
Q4 		$634K Sell
10,204
-10,164
-50% -$770K 0.22% 47
2021
Q3 		$1.74M Sell
20,368
-465
-2% -$29.2K 0.62% 45
2021
Q2 		$1.29M Buy
20,833
+686
+3% +$34.9K 0.45% 46
2021
Q1 		$982K Sell
20,147
-8,408
-29% -$406K 0.36% 51
2020
Q4 		$890K Sell
28,555
-1,565
-5% -$38.3K 0.34% 46
2020
Q3 		$628K Sell
30,120
-295
-1% -$5.06K 0.29% 43
2020
Q2 		$396K Sell
30,415
-5,810
-16% -$63.2K 0.2% 42
2020
Q1 		$328K Sell
36,225
-4,595
-11% -$43.6K 0.2% 39
2019
Q4 		$419K Sell
40,820
-62,030
-60% -$703K 0.19% 40
2019
Q3 		$1.49M Sell
102,850
-190
-0.2% -$2.94K 0.7% 30
2019
Q2 		$1.67M Buy
103,040
+1,760
+2% +$23.8K 0.78% 29
2019
Q1 		$1.29M Buy
+101,280
New +$1.32M 0.64% 30

Other funds holding OPRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34.9B AUM 18.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Taylor Wealth Management Partners's OPRX Position: Q2 2022 in Review

Taylor Wealth Management Partners sold out of OptimizeRx (OPRX) in Q2 2022, closing a stake of 9,184 shares — an estimated $346K sold.

Taylor Wealth Management Partners first reported a position in OPRX in Q1 2019 and held it in 13 quarters. The position peaked at $1.74M in Q3 2021. 147 funds tracked by Wall St. Rank hold OPRX as of Q2 2022.

  • Taylor Wealth Management Partners reported no remaining OptimizeRx position as of Q2 2022 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 9,184 OptimizeRx shares in Q2 2022, an estimated $346K.
  • Taylor Wealth Management Partners first reported a position in OptimizeRx in Q1 2019 and held it in 13 quarters.
  • Taylor Wealth Management Partners's OptimizeRx position peaked at $1.74M in Q3 2021.
  • 147 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.