CWC
MDRX

Carolinas Wealth Consulting’s Veradigm Inc. Common Stock MDRX Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-649
Closed -$5K – 1088
2024
Q1 		$5K Hold
649
– – ﹤0.01% 645
2023
Q4 		$6.81K Hold
649
– – ﹤0.01% 587
2023
Q3 		$8.56K Hold
649
– – ﹤0.01% 537
2023
Q2 		$8.18K Hold
649
– – ﹤0.01% 620
2023
Q1 		$8.47K Hold
649
– – ﹤0.01% 631
2022
Q4 		$11.4K Hold
649
– – ﹤0.01% 601
2022
Q3 		$10K Hold
649
– – ﹤0.01% 574
2022
Q2 		$10K Hold
649
– – ﹤0.01% 584
2022
Q1 		$15K Hold
649
– – ﹤0.01% 547
2021
Q4 		$12K Hold
649
– – ﹤0.01% 594
2021
Q3 		$9K Hold
649
– – ﹤0.01% 600
2021
Q2 		$12K Hold
649
– – ﹤0.01% 591
2021
Q1 		$10K Hold
649
– – ﹤0.01% 623
2020
Q4 		$9K Hold
649
– – ﹤0.01% 593
2020
Q3 		$5K Hold
649
– – ﹤0.01% 578
2020
Q2 		$4K Buy
+649
New +$4.21K ﹤0.01% 433

Other funds holding MDRX

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carolinas Wealth Consulting's MDRX Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2024, closing a stake of 649 shares — an estimated $5K sold.

Carolinas Wealth Consulting first reported a position in MDRX in Q2 2020 and held it in 16 quarters. The position peaked at $15K in Q1 2022. 10 funds tracked by Wall St. Rank hold MDRX as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining Veradigm Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 649 Veradigm Inc. Common Stock shares in Q2 2024, an estimated $5K.
  • Carolinas Wealth Consulting first reported a position in Veradigm Inc. Common Stock in Q2 2020 and held it in 16 quarters.
  • Carolinas Wealth Consulting's Veradigm Inc. Common Stock position peaked at $15K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.