CIBC Private Wealth Group
MDRX

CIBC Private Wealth Group’s Veradigm Inc. Common Stock MDRX Stock Holding History

CIBC Private Wealth Group’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
-97,320
Closed -$659K – 904
2020
Q2 		$659K Hold
97,320
– – ﹤0.01% 508
2020
Q1 		$685K Hold
97,320
– – ﹤0.01% 572
2019
Q4 		$955K Hold
97,320
– – ﹤0.01% 589
2019
Q3 		$1.07M Hold
97,320
– – ﹤0.01% 562
2019
Q2 		$1.13M Sell
97,320
-247
-0.3% -$2.51K ﹤0.01% 555
2019
Q1 		$930K Buy
97,567
+247
+0.3% +$2.73K ﹤0.01% 607
2018
Q4 		$938K Hold
97,320
– – ﹤0.01% 576
2018
Q3 		$1.39M Hold
97,320
– – 0.01% 602
2018
Q2 		$1.17M Sell
97,320
-23,178
-19% -$286K ﹤0.01% 620
2018
Q1 		$1.49M Buy
120,498
+63,531
+112% +$903K 0.01% 568
2017
Q4 		$829K Buy
56,967
+25,181
+79% +$350K ﹤0.01% 691
2017
Q3 		$452K Sell
31,786
-1,114
-3% -$14.4K ﹤0.01% 786
2017
Q2 		$420K Buy
32,900
+110
+0.3% +$1.34K ﹤0.01% 547
2017
Q1 		$416K Hold
32,790
– – ﹤0.01% 532
2016
Q4 		$335K Buy
32,790
+8,365
+34% +$95.4K ﹤0.01% 550
2016
Q3 		$322K Buy
24,425
+1,750
+8% +$23.4K ﹤0.01% 548
2016
Q2 		$288K Sell
22,675
-8,520
-27% -$113K ﹤0.01% 564
2016
Q1 		$412K Sell
31,195
-1,720
-5% -$22.6K ﹤0.01% 537
2015
Q4 		$506K Hold
32,915
– – ﹤0.01% 519
2015
Q3 		$408K Buy
32,915
+9,505
+41% +$131K ﹤0.01% 550
2015
Q2 		$320K Buy
+23,410
New +$316K ﹤0.01% 584

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

CIBC Private Wealth Group's MDRX Position: Q3 2020 in Review

CIBC Private Wealth Group sold out of Veradigm Inc. Common Stock (MDRX) in Q3 2020, closing a stake of 97,320 shares — an estimated $659K sold.

CIBC Private Wealth Group first reported a position in MDRX in Q2 2015 and held it in 21 quarters. The position peaked at $1.49M in Q1 2018. 203 funds tracked by Wall St. Rank hold MDRX as of Q3 2020.

  • CIBC Private Wealth Group reported no remaining Veradigm Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • CIBC Private Wealth Group sold 97,320 Veradigm Inc. Common Stock shares in Q3 2020, an estimated $659K.
  • CIBC Private Wealth Group first reported a position in Veradigm Inc. Common Stock in Q2 2015 and held it in 21 quarters.
  • CIBC Private Wealth Group's Veradigm Inc. Common Stock position peaked at $1.49M in Q1 2018.
  • 203 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2020.

Based on CIBC Private Wealth Group's 13F filing for Q3 2020, filed 29 Oct 2020.