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Vontobel Holding’s
OptimizeRx
OPRX
Stock Holding History
Vontobel Holding’s Portfolio
OPRX Stock Details
OPRX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-40,025
Closed
-$1.52M
–
1093
2022
Q1
$1.52M
Buy
+40,025
New
+$1.77M
0.01%
496
2021
Q4
–
Sell
-5,419
Closed
-$464K
–
1171
2021
Q3
$464K
Sell
5,419
-16,022
-75%
-$1.01M
﹤0.01%
819
2021
Q2
$1.33M
Buy
21,441
+8,366
+64%
+$426K
0.01%
526
2021
Q1
$637K
Buy
+13,075
New
+$631K
﹤0.01%
617
Other funds holding OPRX
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
GIPM
G2 Investment Partners Management
New York
$406M AUM
164.47%
1-Year Est. Return
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
DCM
Driehaus Capital Management
Chicago, Illinois
$13.6B AUM
173.98%
1-Year Est. Return
AC
Avenir Corporation
Alexandria, Virginia
$820M AUM
2.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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