CWM
MDRX

Cornerstone Wealth Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-3,439
Closed -$246K – 1215
2018
Q3 		$246K Sell
3,439
-559
-14% -$7.6K ﹤0.01% 1134
2018
Q2 		$331K Buy
+3,998
New +$49.3K ﹤0.01% 1158

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cornerstone Wealth Management's MDRX Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2018, closing a stake of 3,439 shares — an estimated $246K sold.

Cornerstone Wealth Management first reported a position in MDRX in Q2 2018 and held it in 2 quarters. The position peaked at $331K in Q2 2018. 222 funds tracked by Wall St. Rank hold MDRX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Veradigm Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,439 Veradigm Inc. Common Stock shares in Q4 2018, an estimated $246K.
  • Cornerstone Wealth Management first reported a position in Veradigm Inc. Common Stock in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Veradigm Inc. Common Stock position peaked at $331K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.