CAPTRUST Financial Advisors
MDRX

CAPTRUST Financial Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

CAPTRUST Financial 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
2024
Q1 		– Sell
-15,317
Closed -$161K – 2733
2023
Q4 		$161K Sell
15,317
-21
-0.1% -$257 ﹤0.01% 2444
2023
Q3 		$202K Buy
15,338
+104
+0.7% +$1.36K ﹤0.01% 2289
2023
Q2 		$192K Sell
15,234
-1,675
-10% -$20.3K ﹤0.01% 2270
2023
Q1 		$221K Buy
16,909
+478
+3% +$7.74K ﹤0.01% 1986
2022
Q4 		$290K Sell
16,431
-2,369
-13% -$39.7K ﹤0.01% 1687
2022
Q3 		$286K Sell
18,800
-570
-3% -$9.22K ﹤0.01% 1583
2022
Q2 		$287K Buy
19,370
+172
+0.9% +$3.22K ﹤0.01% 1448
2022
Q1 		$432K Buy
19,198
+2,804
+17% +$56.8K ﹤0.01% 1211
2021
Q4 		$302K Sell
16,394
-1,385
-8% -$22K ﹤0.01% 1383
2021
Q3 		$238K Sell
17,779
-1,136
-6% -$18.3K ﹤0.01% 1435
2021
Q2 		$350K Buy
18,915
+54
+0.3% +$909 ﹤0.01% 1173
2021
Q1 		$283K Buy
18,861
+11,651
+162% +$187K ﹤0.01% 1265
2020
Q4 		$104K Sell
7,210
-1,682
-19% -$20.4K ﹤0.01% 1484
2020
Q3 		$73K Buy
8,892
+190
+2% +$1.55K ﹤0.01% 1495
2020
Q2 		$57K Hold
8,702
– – ﹤0.01% 1579
2020
Q1 		$58K Buy
+8,702
New +$70.6K ﹤0.01% 1333
2019
Q2 		– Sell
-146
Closed -$1K – 2027
2019
Q1 		$1K Buy
+146
New +$1.61K ﹤0.01% 1772
2018
Q4 		– Sell
-133
Closed -$2K – 1692
2018
Q3 		$2K Buy
133
+122
+1,109% +$1.66K ﹤0.01% 1486
2018
Q2 		$0 Sell
11
-1,539
-99% -$19K ﹤0.01% 1627
2018
Q1 		$19K Buy
1,550
+534
+53% +$7.59K ﹤0.01% 857
2017
Q4 		$15K Buy
+1,016
New +$14.1K ﹤0.01% 888

Other funds holding MDRX

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's MDRX Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 15,317 shares — an estimated $161K sold.

CAPTRUST Financial Advisors first reported a position in MDRX in Q4 2017 and held it in 21 quarters. The position peaked at $432K in Q1 2022. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,317 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $161K.
  • CAPTRUST Financial Advisors first reported a position in Veradigm Inc. Common Stock in Q4 2017 and held it in 21 quarters.
  • CAPTRUST Financial Advisors's Veradigm Inc. Common Stock position peaked at $432K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.