Carson Wealth (CWM LLC)
MDRX

Carson Wealth (CWM LLC)’s Veradigm Inc. Common Stock MDRX Stock Holding History

Carson Wealth (CWM 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
2024
Q2 		– Sell
-755
Closed -$6K – 5083
2024
Q1 		$6K Buy
755
+706
+1,441% +$6.41K ﹤0.01% 3625
2023
Q4 		$1K Sell
49
-618
-93% -$7.58K ﹤0.01% 4088
2023
Q3 		$9K Sell
667
-32
-5% -$420 ﹤0.01% 3222
2023
Q2 		$9K Buy
699
+520
+291% +$6.32K ﹤0.01% 3174
2023
Q1 		$2K Sell
179
-572
-76% -$9.26K ﹤0.01% 3740
2022
Q4 		$13K Sell
751
-1,352
-64% -$22.7K ﹤0.01% 2675
2022
Q3 		$32K Buy
2,103
+1,793
+578% +$29K ﹤0.01% 1925
2022
Q2 		$5K Buy
310
+300
+3,000% +$5.61K ﹤0.01% 3033
2022
Q1 		$0 Hold
10
– – ﹤0.01% 3956
2021
Q4 		$0 Buy
+10
New +$159 ﹤0.01% 3690
2019
Q1 		– Sell
-2,838
Closed -$27K – 3333
2018
Q4 		$27K Sell
2,838
-228,031
-99% -$2.54M ﹤0.01% 1054
2018
Q3 		$3.29M Buy
230,869
+58,323
+34% +$793K 0.08% 211
2018
Q2 		$2.07M Buy
172,546
+706
+0.4% +$8.7K 0.07% 211
2018
Q1 		$2.12M Sell
171,840
-17,980
-9% -$255K 0.08% 169
2017
Q4 		$2.76M Sell
189,820
-7,367
-4% -$102K 0.12% 138
2017
Q3 		$2.81M Sell
197,187
-5,204
-3% -$67.3K 0.13% 115
2017
Q2 		$2.58M Buy
+202,391
New +$2.46M 0.13% 123
2016
Q4 		– Sell
-900
Closed -$12K – 1205
2016
Q3 		$12K Buy
+900
New +$12K ﹤0.01% 666

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

Carson Wealth (CWM LLC)'s MDRX Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2024, closing a stake of 755 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in MDRX in Q3 2016 and held it in 18 quarters. The position peaked at $3.29M in Q3 2018. 10 funds tracked by Wall St. Rank hold MDRX as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Veradigm Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 755 Veradigm Inc. Common Stock shares in Q2 2024, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Veradigm Inc. Common Stock in Q3 2016 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s Veradigm Inc. Common Stock position peaked at $3.29M in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.