Glassman Wealth Services’s Veradigm Inc. Common Stock MDRX Stock Holding History

Glassman Wealth Services’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	-14	Closed	-$147	–	1967
2023 Q4	$147	Hold	14	–	–	﹤0.01%	1927
2023 Q3	$184	Hold	14	–	–	﹤0.01%	1901
2023 Q2	$176	Buy	+14	New	+$170	﹤0.01%	1831
2022 Q3	–	Sell	-50	Closed	-$1K	–	2069
2022 Q2	$1K	Buy	50 +6	+14%	+$112	﹤0.01%	1599
2022 Q1	$1K	Buy	+44	New	+$891	﹤0.01%	1582
2019 Q3	–	Sell	-23	Closed	–	–	1443
2019 Q2	$0	Buy	23 +4	+21%	+$41	﹤0.01%	1433
2019 Q1	$0	Buy	+19	New	+$210	﹤0.01%	1236

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

Glassman Wealth Services's MDRX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 14 shares — an estimated $147 sold.

Glassman Wealth Services first reported a position in MDRX in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

Glassman Wealth Services reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 14 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $147.
Glassman Wealth Services first reported a position in Veradigm Inc. Common Stock in Q1 2019 and held it in 7 quarters.
Glassman Wealth Services's Veradigm Inc. Common Stock position peaked at $1K in Q2 2022.
35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.