JWA
MDRX

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

JFS 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
-71
Closed -$745 – 2045
2023
Q4 		$745 Sell
71
-20
-22% -$245 ﹤0.01% 1715
2023
Q3 		$1.2K Buy
91
+24
+36% +$315 ﹤0.01% 1544
2023
Q2 		$845 Buy
67
+63
+1,575% +$765 ﹤0.01% 1653
2023
Q1 		$53 Sell
4
-28
-88% -$453 ﹤0.01% 1921
2022
Q4 		$564 Sell
32
-21
-40% -$352 ﹤0.01% 1719
2022
Q3 		$1K Sell
53
-48
-48% -$776 ﹤0.01% 1706
2022
Q2 		$1K Buy
101
+4
+4% +$75 ﹤0.01% 1699
2022
Q1 		$2K Buy
97
+61
+169% +$1.24K ﹤0.01% 1539
2021
Q4 		$1K Buy
+36
New +$572 ﹤0.01% 1653

Other funds holding MDRX

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Fuller & Thaler Asset Management
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
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Barclays
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 71 shares — an estimated $745 sold.

JFS Wealth Advisors first reported a position in MDRX in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

  • JFS Wealth Advisors reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 71 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $745.
  • JFS Wealth Advisors first reported a position in Veradigm Inc. Common Stock in Q4 2021 and held it in 9 quarters.
  • JFS Wealth Advisors's Veradigm Inc. Common Stock position peaked at $2K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.