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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

TCI Wealth Advisors's OPRX Position: Q3 2022 in Review

TCI Wealth Advisors sold out of OptimizeRx (OPRX) in Q3 2022, closing a stake of 127 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in OPRX in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q3 2022.

TCI Wealth Advisors reported no remaining OptimizeRx position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 127 OptimizeRx shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in OptimizeRx in Q4 2019 and held it in 5 quarters.
TCI Wealth Advisors's OptimizeRx position peaked at $6K in Q4 2021.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.