Capital Analysts LLC
MDRX

Capital Analysts LLC’s Veradigm Inc. Common Stock MDRX Stock Holding History

Capital Analysts LLC’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
2019
Q2 		– Sell
-198
Closed -$1K – 717
2019
Q1 		$1K Sell
198
-300
-60% -$3.31K ﹤0.01% 644
2018
Q4 		$5K Sell
498
-86,888
-99% -$969K ﹤0.01% 517
2018
Q3 		$1.25M Buy
87,386
+4,793
+6% +$65.1K 0.14% 133
2018
Q2 		$991K Buy
82,593
+1,508
+2% +$18.6K 0.12% 146
2018
Q1 		$1M Buy
81,085
+3,533
+5% +$50.2K 0.12% 143
2017
Q4 		$1.13M Buy
77,552
+3,769
+5% +$52.4K 0.14% 125
2017
Q3 		$1.05M Buy
73,783
+3,392
+5% +$43.9K 0.14% 119
2017
Q2 		$898K Buy
70,391
+6,663
+10% +$80.9K 0.13% 131
2017
Q1 		$808K Buy
+63,728
New +$756K 0.13% 119

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Analysts LLC's MDRX Position: Q2 2019 in Review

Capital Analysts LLC sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2019, closing a stake of 198 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in MDRX in Q1 2017 and held it in 9 quarters. The position peaked at $1.25M in Q3 2018. 224 funds tracked by Wall St. Rank hold MDRX as of Q2 2019.

  • Capital Analysts LLC reported no remaining Veradigm Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Capital Analysts LLC sold 198 Veradigm Inc. Common Stock shares in Q2 2019, an estimated $1K.
  • Capital Analysts LLC first reported a position in Veradigm Inc. Common Stock in Q1 2017 and held it in 9 quarters.
  • Capital Analysts LLC's Veradigm Inc. Common Stock position peaked at $1.25M in Q3 2018.
  • 224 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2019.

Based on Capital Analysts LLC's 13F filing for Q2 2019, filed 13 Aug 2019.