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Yousif Capital Management’s OptimizeRx OPRX Stock Holding History

Yousif 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
2023
Q1 		– Sell
-11,217
Closed -$188K – 1977
2022
Q4 		$188K Sell
11,217
-5,995
-35% -$104K ﹤0.01% 1835
2022
Q3 		$255K Sell
17,212
-317
-2% -$6.27K ﹤0.01% 1740
2022
Q2 		$480K Sell
17,529
-800
-4% -$23.7K 0.01% 1567
2022
Q1 		$691K Sell
18,329
-450
-2% -$19.9K 0.01% 1503
2021
Q4 		$1.17M Buy
+18,779
New +$1.42M 0.01% 1301

Other funds holding OPRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 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
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Yousif Capital Management's OPRX Position: Q1 2023 in Review

Yousif Capital Management sold out of OptimizeRx (OPRX) in Q1 2023, closing a stake of 11,217 shares — an estimated $188K sold.

Yousif Capital Management first reported a position in OPRX in Q4 2021 and held it in 5 quarters. The position peaked at $1.17M in Q4 2021. 110 funds tracked by Wall St. Rank hold OPRX as of Q1 2023.

  • Yousif Capital Management reported no remaining OptimizeRx position as of Q1 2023 after selling out during the quarter.
  • Yousif Capital Management sold 11,217 OptimizeRx shares in Q1 2023, an estimated $188K.
  • Yousif Capital Management first reported a position in OptimizeRx in Q4 2021 and held it in 5 quarters.
  • Yousif Capital Management's OptimizeRx position peaked at $1.17M in Q4 2021.
  • 110 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2023.

Based on Yousif Capital Management's 13F filing for Q1 2023, filed 2 May 2023.