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Wealthcare Capital Management’s OptimizeRx OPRX Stock Holding History

Wealthcare 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
2021
Q2 		– Sell
-30
Closed -$1K – 489
2021
Q1 		$1K Buy
+30
New +$1.45K ﹤0.01% 707

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FLAM
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AC
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Wealthcare Capital Management's OPRX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of OptimizeRx (OPRX) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in OPRX in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 142 funds tracked by Wall St. Rank hold OPRX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining OptimizeRx position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 30 OptimizeRx shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in OptimizeRx in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's OptimizeRx position peaked at $1K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.