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Wilmington Savings Fund Society’s OptimizeRx OPRX Stock Holding History

Wilmington Savings Fund Society’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
Q4 		– Sell
-600
Closed -$4.63K – 2138
2024
Q3 		$4.63K Buy
+600
New +$5.33K ﹤0.01% 1811

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wilmington Savings Fund Society's OPRX Position: Q4 2024 in Review

Wilmington Savings Fund Society sold out of OptimizeRx (OPRX) in Q4 2024, closing a stake of 600 shares — an estimated $4.63K sold.

Wilmington Savings Fund Society first reported a position in OPRX in Q3 2024 and held it in 1 quarter. The position peaked at $4.63K in Q3 2024. 87 funds tracked by Wall St. Rank hold OPRX as of Q4 2024.

  • Wilmington Savings Fund Society reported no remaining OptimizeRx position as of Q4 2024 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 600 OptimizeRx shares in Q4 2024, an estimated $4.63K.
  • Wilmington Savings Fund Society first reported a position in OptimizeRx in Q3 2024 and held it in 1 quarter.
  • Wilmington Savings Fund Society's OptimizeRx position peaked at $4.63K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2024.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2024, filed 28 Jan 2025.