BOPW
MDRX

Brandywine Oak Private Wealth’s Veradigm Inc. Common Stock MDRX Stock Holding History

Brandywine Oak Private Wealth’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
2022
Q4 		– Sell
-14,795
Closed -$225K – 305
2022
Q3 		$225K Sell
14,795
-3,458
-19% -$55.9K 0.03% 268
2022
Q2 		$270K Buy
18,253
+3,226
+21% +$60.3K 0.03% 266
2022
Q1 		$338K Buy
15,027
+2,054
+16% +$41.6K 0.04% 239
2021
Q4 		$265K Buy
+12,973
New +$206K 0.03% 285

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brandywine Oak Private Wealth's MDRX Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2022, closing a stake of 14,795 shares — an estimated $225K sold.

Brandywine Oak Private Wealth first reported a position in MDRX in Q4 2021 and held it in 4 quarters. The position peaked at $338K in Q1 2022. 255 funds tracked by Wall St. Rank hold MDRX as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining Veradigm Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 14,795 Veradigm Inc. Common Stock shares in Q4 2022, an estimated $225K.
  • Brandywine Oak Private Wealth first reported a position in Veradigm Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Brandywine Oak Private Wealth's Veradigm Inc. Common Stock position peaked at $338K in Q1 2022.
  • 255 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.