CFA
MDRX

Carroll Financial Associates’s Veradigm Inc. Common Stock MDRX Stock Holding History

Carroll Financial Associates’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
Q3 		– Sell
-643
Closed -$4K – 1730
2020
Q2 		$4K Buy
+643
New +$4.17K ﹤0.01% 1266
2020
Q1 		– Sell
-3,682
Closed -$36K – 1729
2019
Q4 		$36K Buy
+3,682
New +$38.8K ﹤0.01% 739

Other funds holding MDRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Carroll Financial Associates's MDRX Position: Q3 2020 in Review

Carroll Financial Associates sold out of Veradigm Inc. Common Stock (MDRX) in Q3 2020, closing a stake of 643 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in MDRX in Q4 2019 and held it in 2 quarters. The position peaked at $36K in Q4 2019. 203 funds tracked by Wall St. Rank hold MDRX as of Q3 2020.

  • Carroll Financial Associates reported no remaining Veradigm Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 643 Veradigm Inc. Common Stock shares in Q3 2020, an estimated $4K.
  • Carroll Financial Associates first reported a position in Veradigm Inc. Common Stock in Q4 2019 and held it in 2 quarters.
  • Carroll Financial Associates's Veradigm Inc. Common Stock position peaked at $36K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.