BCA
MDRX

Berman Capital Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		– Sell
-66
Closed -$1K – 2270
2021
Q2 		$1K Buy
+66
New +$1.11K ﹤0.01% 1845
2019
Q3 		– Sell
-224
Closed -$2K – 1613
2019
Q2 		$2K Buy
+224
New +$2.28K ﹤0.01% 1261

Other funds holding MDRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's MDRX Position: Q3 2021 in Review

Berman Capital Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q3 2021, closing a stake of 66 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in MDRX in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 224 funds tracked by Wall St. Rank hold MDRX as of Q3 2021.

  • Berman Capital Advisors reported no remaining Veradigm Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 66 Veradigm Inc. Common Stock shares in Q3 2021, an estimated $1K.
  • Berman Capital Advisors first reported a position in Veradigm Inc. Common Stock in Q2 2019 and held it in 2 quarters.
  • Berman Capital Advisors's Veradigm Inc. Common Stock position peaked at $2K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.