AWM
MDRX

Abound Wealth Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Abound Wealth Management’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,241
Closed -$34K – 1418
2023
Q4 		$34K Buy
3,241
+3,219
+14,632% +$39.5K 0.01% 183
2023
Q3 		$290 Hold
22
– – ﹤0.01% 1024
2023
Q2 		$278 Buy
+22
New +$267 ﹤0.01% 1082

Other funds holding MDRX

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abound Wealth Management's MDRX Position: Q1 2024 in Review

Abound Wealth Management sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 3,241 shares — an estimated $34K sold.

Abound Wealth Management first reported a position in MDRX in Q2 2023 and held it in 3 quarters. The position peaked at $34K in Q4 2023. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

  • Abound Wealth Management reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 3,241 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $34K.
  • Abound Wealth Management first reported a position in Veradigm Inc. Common Stock in Q2 2023 and held it in 3 quarters.
  • Abound Wealth Management's Veradigm Inc. Common Stock position peaked at $34K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.