Burt Wealth Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

Burt Wealth 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
2020 Q4	–	Sell	-316	Closed	-$3K	–	427
2020 Q3	$3K	Hold	316	–	–	﹤0.01%	339
2020 Q2	$2K	Hold	316	–	–	﹤0.01%	355
2020 Q1	$2K	Buy	316 +216	+216%	+$1.75K	﹤0.01%	356
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	333
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	332
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	334
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	351
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	347
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	378
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	361
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	370
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	364
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	345
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	397
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	345
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	389
2016 Q3	$1K	Hold	100	–	–	﹤0.01%	390
2016 Q2	$1K	Hold	100	–	–	﹤0.01%	400
2016 Q1	$1K	Hold	100	–	–	﹤0.01%	575
2015 Q4	$1K	Hold	100	–	–	﹤0.01%	510
2015 Q3	$1K	Hold	100	–	–	﹤0.01%	380
2015 Q2	$13K	Hold	100	–	–	0.01%	246
2015 Q1	$1K	Hold	100	–	–	﹤0.01%	346
2014 Q4	$1K	Buy	+100	New	+$1.27K	﹤0.01%	348

Other funds holding MDRX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Burt Wealth Advisors's MDRX Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2020, closing a stake of 316 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in MDRX in Q4 2014 and held it in 24 quarters. The position peaked at $13K in Q2 2015. 217 funds tracked by Wall St. Rank hold MDRX as of Q4 2020.

Burt Wealth Advisors reported no remaining Veradigm Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
Burt Wealth Advisors sold 316 Veradigm Inc. Common Stock shares in Q4 2020, an estimated $3K.
Burt Wealth Advisors first reported a position in Veradigm Inc. Common Stock in Q4 2014 and held it in 24 quarters.
Burt Wealth Advisors's Veradigm Inc. Common Stock position peaked at $13K in Q2 2015.
217 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.