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Total Wealth Planning & Management’s GoodRx Holdings GDRX Stock Holding History

Total Wealth Planning & Management’s Portfolio GDRX Stock Details GDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,691
Closed -$68.3K – 209
2024
Q4 		$68.3K Buy
+14,691
New +$80.8K 0.06% 193

Other funds holding GDRX

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRCP
Rip Road Capital Partners Boston, Massachusetts $62.5M AUM 1.22% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Total Wealth Planning & Management's GDRX Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of GoodRx Holdings (GDRX) in Q1 2025, closing a stake of 14,691 shares — an estimated $68.3K sold.

Total Wealth Planning & Management first reported a position in GDRX in Q4 2024 and held it in 1 quarter. The position peaked at $68.3K in Q4 2024. 170 funds tracked by Wall St. Rank hold GDRX as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining GoodRx Holdings position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 14,691 GoodRx Holdings shares in Q1 2025, an estimated $68.3K.
  • Total Wealth Planning & Management first reported a position in GoodRx Holdings in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's GoodRx Holdings position peaked at $68.3K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held GoodRx Holdings as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.