WFA
OPRX icon

Wipfli Financial Advisors’s OptimizeRx OPRX Stock Holding History

Wipfli Financial 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
2022
Q3 		$0 Buy
+12
New +$237 ﹤0.01% 2602

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $38.4B AUM 25.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Wipfli Financial Advisors's OPRX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in OptimizeRx (OPRX) in Q3 2022: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2602 among its holdings.

128 funds tracked by Wall St. Rank hold OPRX as of Q3 2022.

  • Wipfli Financial Advisors held 12 shares of OptimizeRx worth $0 as of Q3 2022.
  • OptimizeRx was a new Wipfli Financial Advisors position in Q3 2022.
  • OptimizeRx made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2602 holding.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.