EverSource Wealth Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

EverSource Wealth Advisors’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 Q1	–	Sell	-146	Closed	-$1.53K	–	3024
2023 Q4	$1.53K	Hold	146	–	–	﹤0.01%	2262
2023 Q3	$1.92K	Hold	146	–	–	﹤0.01%	2017
2023 Q2	$1.84K	Hold	146	–	–	﹤0.01%	2048
2023 Q1	$1.91K	Sell	146 -470	-76%	-$7.61K	﹤0.01%	1944
2022 Q4	$10.9K	Buy	616 +115	+23%	+$1.93K	﹤0.01%	1301
2022 Q3	$8K	Buy	501 +387	+339%	+$6.26K	﹤0.01%	1218
2022 Q2	$2K	Buy	+114	New	+$2.13K	﹤0.01%	1600

Other funds holding MDRX

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TCM

Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return

OFCM

One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EverSource Wealth Advisors's MDRX Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 146 shares — an estimated $1.53K sold.

EverSource Wealth Advisors first reported a position in MDRX in Q2 2022 and held it in 7 quarters. The position peaked at $10.9K in Q4 2022. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

EverSource Wealth Advisors reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 146 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $1.53K.
EverSource Wealth Advisors first reported a position in Veradigm Inc. Common Stock in Q2 2022 and held it in 7 quarters.
EverSource Wealth Advisors's Veradigm Inc. Common Stock position peaked at $10.9K in Q4 2022.
35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.