Victory Capital Management’s OptimizeRx OPRX Stock Holding History

Victory Capital 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
2024 Q2	–	Sell	-57,737	Closed	-$702K	–	2521
2024 Q1	$702K	Sell	57,737 -970	-2%	-$14.1K	﹤0.01%	1877
2023 Q4	$840K	Sell	58,707 -11,911	-17%	-$114K	﹤0.01%	1796
2023 Q3	$549K	Hold	70,618	–	–	﹤0.01%	1957
2023 Q2	$1.01M	Sell	70,618 -24,470	-26%	-$348K	﹤0.01%	1672
2023 Q1	$1.39M	Sell	95,088 -19,110	-17%	-$320K	﹤0.01%	1527
2022 Q4	$1.92M	Sell	114,198 -23,430	-17%	-$405K	﹤0.01%	1455
2022 Q3	$2.04M	Buy	137,628 +57,703	+72%	+$1.14M	﹤0.01%	1443
2022 Q2	$2.19M	Buy	79,925 +64,689	+425%	+$1.92M	﹤0.01%	1433
2022 Q1	$428K	Buy	15,236 +5,187	+52%	+$230K	﹤0.01%	2177
2021 Q4	$624K	Sell	10,049 -2,439	-20%	-$185K	﹤0.01%	2044
2021 Q3	$1.07M	Buy	12,488 +5,864	+89%	+$368K	﹤0.01%	1835
2021 Q2	$410K	Buy	6,624 +824	+14%	+$41.9K	﹤0.01%	2300
2021 Q1	$283K	Buy	+5,800	New	+$280K	﹤0.01%	2419

Other funds holding OPRX

FLAM

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

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

AIC

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

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

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIPM

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

Victory Capital Management's OPRX Position: Q2 2024 in Review

Victory Capital Management sold out of OptimizeRx (OPRX) in Q2 2024, closing a stake of 57,737 shares — an estimated $702K sold.

Victory Capital Management first reported a position in OPRX in Q1 2021 and held it in 13 quarters. The position peaked at $2.19M in Q2 2022. 92 funds tracked by Wall St. Rank hold OPRX as of Q2 2024.

Victory Capital Management reported no remaining OptimizeRx position as of Q2 2024 after selling out during the quarter.
Victory Capital Management sold 57,737 OptimizeRx shares in Q2 2024, an estimated $702K.
Victory Capital Management first reported a position in OptimizeRx in Q1 2021 and held it in 13 quarters.
Victory Capital Management's OptimizeRx position peaked at $2.19M in Q2 2022.
92 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2024.

Based on Victory Capital Management's 13F filing for Q2 2024, filed 5 Aug 2024.