HFP
MDRX

Holistic Financial Partners’s Veradigm Inc. Common Stock MDRX Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-100
Closed -$1K – 387
2018
Q1 		$1K Hold
100
– – ﹤0.01% 441
2017
Q4 		$1K Buy
+100
New +$1.39K ﹤0.01% 447

Other funds holding MDRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Holistic Financial Partners's MDRX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2018, closing a stake of 100 shares — an estimated $1K sold.

Holistic Financial Partners first reported a position in MDRX in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 253 funds tracked by Wall St. Rank hold MDRX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Veradigm Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 100 Veradigm Inc. Common Stock shares in Q2 2018, an estimated $1K.
  • Holistic Financial Partners first reported a position in Veradigm Inc. Common Stock in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Veradigm Inc. Common Stock position peaked at $1K in Q1 2018.
  • 253 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.