Total Clarity Wealth Management’s OptimizeRx OPRX Stock Holding History

Total Clarity Wealth Management’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	-559	Closed	-$15K	–	743
2022 Q2	$15K	Buy	+559	New	+$16.6K	0.01%	595
2022 Q1	–	Sell	-309	Closed	-$19K	–	683
2021 Q4	$19K	Buy	309 +28	+10%	+$2.12K	0.01%	575
2021 Q3	$24K	Buy	+281	New	+$17.6K	0.01%	530
2021 Q2	–	Sell	-353	Closed	-$17K	–	567
2021 Q1	$17K	Buy	+353	New	+$17K	0.01%	479

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 $3.38T AUM 44.17% 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

Total Clarity Wealth Management's OPRX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of OptimizeRx (OPRX) in Q3 2022, closing a stake of 559 shares — an estimated $15K sold.

Total Clarity Wealth Management first reported a position in OPRX in Q1 2021 and held it in 4 quarters. The position peaked at $24K in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q3 2022.

Total Clarity Wealth Management reported no remaining OptimizeRx position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 559 OptimizeRx shares in Q3 2022, an estimated $15K.
Total Clarity Wealth Management first reported a position in OptimizeRx in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's OptimizeRx position peaked at $24K in Q3 2021.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.