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TCI Wealth Advisors’s OptimizeRx OPRX Stock Holding History

TCI Wealth Advisors’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
Q3 		– Sell
-127
Closed -$3K – 2493
2022
Q2 		$3K Buy
+127
New +$3.76K ﹤0.01% 1858
2022
Q1 		– Sell
-103
Closed -$6K – 2384
2021
Q4 		$6K Buy
103
+35
+51% +$2.65K ﹤0.01% 1557
2021
Q3 		$6K Hold
68
– – ﹤0.01% 1487
2021
Q2 		$4K Buy
+68
New +$3.46K ﹤0.01% 1612
2020
Q1 		– Sell
-99
Closed -$1K – 1677
2019
Q4 		$1K Buy
+99
New +$1.12K ﹤0.01% 1400

Other funds holding OPRX

BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return