EW
MDRX

Evoke Wealth’s Veradigm Inc. Common Stock MDRX Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-245
Closed -$4K – 1209
2022
Q3 		$4K Hold
245
– – ﹤0.01% 949
2022
Q2 		$4K Hold
245
– – ﹤0.01% 962
2022
Q1 		$6K Hold
245
– – ﹤0.01% 887
2021
Q4 		$5K Hold
245
– – ﹤0.01% 918
2021
Q3 		$3K Hold
245
– – ﹤0.01% 980
2021
Q2 		$5K Hold
245
– – ﹤0.01% 911
2021
Q1 		$4K Hold
245
– – ﹤0.01% 921
2020
Q4 		$4K Hold
245
– – ﹤0.01% 797
2020
Q3 		$2K Hold
245
– – ﹤0.01% 881
2020
Q2 		$2K Buy
+245
New +$1.59K ﹤0.01% 918

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Evoke Wealth's MDRX Position: Q4 2022 in Review

Evoke Wealth sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2022, closing a stake of 245 shares — an estimated $4K sold.

Evoke Wealth first reported a position in MDRX in Q2 2020 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 255 funds tracked by Wall St. Rank hold MDRX as of Q4 2022.

  • Evoke Wealth reported no remaining Veradigm Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 245 Veradigm Inc. Common Stock shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in Veradigm Inc. Common Stock in Q2 2020 and held it in 10 quarters.
  • Evoke Wealth's Veradigm Inc. Common Stock position peaked at $6K in Q1 2022.
  • 255 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.