Bartlett & Co Wealth Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Bartlett & Co 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
2023 Q3	–	Sell	-350	Closed	-$4.41K	–	1209
2023 Q2	$4.41K	Hold	350	–	–	﹤0.01%	1001
2023 Q1	$4.57K	Hold	350	–	–	﹤0.01%	906
2022 Q4	$6.17K	Hold	350	–	–	﹤0.01%	888
2022 Q3	$5.33K	Hold	350	–	–	﹤0.01%	913
2022 Q2	$5.19K	Hold	350	–	–	﹤0.01%	1002
2022 Q1	$7.88K	Buy	+350	New	+$7.09K	﹤0.01%	863
2021 Q4	–	Sell	-350	Closed	-$4.68K	–	924
2021 Q3	$4.68K	Hold	350	–	–	﹤0.01%	772
2021 Q2	$6.48K	Hold	350	–	–	﹤0.01%	732
2021 Q1	$5.25K	Hold	350	–	–	﹤0.01%	787
2020 Q4	$5.05K	Hold	350	–	–	﹤0.01%	789
2020 Q3	$2.85K	Hold	350	–	–	﹤0.01%	770
2020 Q2	$2.37K	Hold	350	–	–	﹤0.01%	783
2020 Q1	$2.46K	Hold	350	–	–	﹤0.01%	770
2019 Q4	$3.43K	Hold	350	–	–	﹤0.01%	789
2019 Q3	$3.84K	Buy	+350	New	+$3.59K	﹤0.01%	798

Other funds holding MDRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bartlett & Co Wealth Management's MDRX Position: Q3 2023 in Review

Bartlett & Co Wealth Management sold out of Veradigm Inc. Common Stock (MDRX) in Q3 2023, closing a stake of 350 shares — an estimated $4.41K sold.

Bartlett & Co Wealth Management first reported a position in MDRX in Q3 2019 and held it in 15 quarters. The position peaked at $7.88K in Q1 2022. 216 funds tracked by Wall St. Rank hold MDRX as of Q3 2023.

Bartlett & Co Wealth Management reported no remaining Veradigm Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 350 Veradigm Inc. Common Stock shares in Q3 2023, an estimated $4.41K.
Bartlett & Co Wealth Management first reported a position in Veradigm Inc. Common Stock in Q3 2019 and held it in 15 quarters.
Bartlett & Co Wealth Management's Veradigm Inc. Common Stock position peaked at $7.88K in Q1 2022.
216 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2023, filed 14 Feb 2024.