Truist Financial’s OptimizeRx OPRX Stock Holding History

Truist Financial’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 Q1	–	Sell	-3,312	Closed	-$206K	–	2798
2021 Q4	$206K	Sell	3,312 -931	-22%	-$70.5K	﹤0.01%	2576
2021 Q3	$363K	Buy	+4,243	New	+$266K	﹤0.01%	2216
2020 Q2	–	Sell	-11,660	Closed	-$106K	–	2540
2020 Q1	$106K	Buy	+11,660	New	+$111K	﹤0.01%	2243

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

GIPM

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

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Truist Financial's OPRX Position: Q1 2022 in Review

Truist Financial sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 3,312 shares — an estimated $206K sold.

Truist Financial first reported a position in OPRX in Q1 2020 and held it in 3 quarters. The position peaked at $363K in Q3 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

Truist Financial reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
Truist Financial sold 3,312 OptimizeRx shares in Q1 2022, an estimated $206K.
Truist Financial first reported a position in OptimizeRx in Q1 2020 and held it in 3 quarters.
Truist Financial's OptimizeRx position peaked at $363K in Q3 2021.
153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Truist Financial's 13F filing for Q1 2022, filed 22 Apr 2022.