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Wasatch Advisors’s OptimizeRx OPRX Stock Holding History

Wasatch Advisors’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
2023
Q3 		– Sell
-458,641
Closed -$6.55M – 264
2023
Q2 		$6.55M Sell
458,641
-10,560
-2% -$150K 0.04% 189
2023
Q1 		$6.86M Buy
469,201
+284,152
+154% +$4.75M 0.04% 183
2022
Q4 		$3.11M Buy
+185,049
New +$3.2M 0.02% 222
2022
Q1 		– Sell
-93,219
Closed -$5.79M – 275
2021
Q4 		$5.79M Buy
93,219
+12,460
+15% +$944K 0.02% 223
2021
Q3 		$6.91M Sell
80,759
-104,212
-56% -$6.54M 0.03% 229
2021
Q2 		$11.4M Hold
184,971
– – 0.05% 202
2021
Q1 		$9.02M Sell
184,971
-110,752
-37% -$5.34M 0.04% 209
2020
Q4 		$9.21M Sell
295,723
-154,578
-34% -$3.79M 0.05% 183
2020
Q3 		$9.39M Sell
450,301
-113,181
-20% -$1.94M 0.06% 177
2020
Q2 		$7.34M Sell
563,482
-97,693
-15% -$1.06M 0.05% 176
2020
Q1 		$5.99M Buy
661,175
+55,318
+9% +$525K 0.06% 161
2019
Q4 		$6.22M Buy
605,857
+218,565
+56% +$2.48M 0.05% 184
2019
Q3 		$5.61M Sell
387,292
-17,581
-4% -$272K 0.05% 173
2019
Q2 		$6.56M Buy
404,873
+78,816
+24% +$1.06M 0.06% 159
2019
Q1 		$4.15M Sell
326,057
-66,609
-17% -$866K 0.05% 186
2018
Q4 		$4.31M Buy
392,666
+323,550
+468% +$4.79M 0.06% 170
2018
Q3 		$1.24M Buy
+69,116
New +$870K 0.01% 227

Other funds holding OPRX

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return