CSPIA
MDRX

Cary Street Partners Investment Advisory’s Veradigm Inc. Common Stock MDRX Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-1,100
Closed -$14.5K – 1863
2023
Q3 		$14.5K Hold
1,100
– – ﹤0.01% 1201
2023
Q2 		$13.9K Hold
1,100
– – ﹤0.01% 1155
2023
Q1 		$14.4K Hold
1,100
– – ﹤0.01% 1059
2022
Q4 		$19.4K Buy
+1,100
New +$18.4K ﹤0.01% 988

Other funds holding MDRX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cary Street Partners Investment Advisory's MDRX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2023, closing a stake of 1,100 shares — an estimated $14.5K sold.

Cary Street Partners Investment Advisory first reported a position in MDRX in Q4 2022 and held it in 4 quarters. The position peaked at $19.4K in Q4 2022. 225 funds tracked by Wall St. Rank hold MDRX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Veradigm Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,100 Veradigm Inc. Common Stock shares in Q4 2023, an estimated $14.5K.
  • Cary Street Partners Investment Advisory first reported a position in Veradigm Inc. Common Stock in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Veradigm Inc. Common Stock position peaked at $19.4K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.