EI
MDRX

Ellevest Inc’s Veradigm Inc. Common Stock MDRX Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-532
Closed -$6.94K – 1775
2023
Q1 		$6.94K Buy
532
+512
+2,560% +$8.29K ﹤0.01% 1128
2022
Q4 		$353 Hold
20
– – ﹤0.01% 1663
2022
Q3 		$0 Sell
20
-57
-74% -$922 ﹤0.01% 1930
2022
Q2 		$1K Hold
77
– – ﹤0.01% 1351
2022
Q1 		$2K Hold
77
– – ﹤0.01% 1235
2021
Q4 		$1K Buy
+77
New +$1.22K ﹤0.01% 1360

Other funds holding MDRX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $30.3B AUM 33.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Ellevest Inc's MDRX Position: Q2 2023 in Review

Ellevest Inc sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2023, closing a stake of 532 shares — an estimated $6.94K sold.

Ellevest Inc first reported a position in MDRX in Q4 2021 and held it in 6 quarters. The position peaked at $6.94K in Q1 2023. 229 funds tracked by Wall St. Rank hold MDRX as of Q2 2023.

  • Ellevest Inc reported no remaining Veradigm Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 532 Veradigm Inc. Common Stock shares in Q2 2023, an estimated $6.94K.
  • Ellevest Inc first reported a position in Veradigm Inc. Common Stock in Q4 2021 and held it in 6 quarters.
  • Ellevest Inc's Veradigm Inc. Common Stock position peaked at $6.94K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.