Focus Partners Wealth
MDRX

Focus Partners Wealth’s Veradigm Inc. Common Stock MDRX Stock Holding History

Focus Partners 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
2024
Q2 		– Sell
-175,003
Closed -$1.35M – 1271
2024
Q1 		$1.35M Buy
175,003
+113,768
+186% +$1.03M 0.01% 552
2023
Q4 		$642K Buy
+61,235
New +$751K 0.01% 533

Other funds holding MDRX

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Focus Partners Wealth's MDRX Position: Q2 2024 in Review

Focus Partners Wealth sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2024, closing a stake of 175,003 shares — an estimated $1.35M sold.

Focus Partners Wealth first reported a position in MDRX in Q4 2023 and held it in 2 quarters. The position peaked at $1.35M in Q1 2024. 10 funds tracked by Wall St. Rank hold MDRX as of Q2 2024.

  • Focus Partners Wealth reported no remaining Veradigm Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 175,003 Veradigm Inc. Common Stock shares in Q2 2024, an estimated $1.35M.
  • Focus Partners Wealth first reported a position in Veradigm Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Focus Partners Wealth's Veradigm Inc. Common Stock position peaked at $1.35M in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2024.

Based on Focus Partners Wealth's 13F filing for Q2 2024, filed 15 Aug 2024.