JNBA Financial Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

JNBA Financial 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
2023 Q4	–	Sell	-100	Closed	-$1.32K	–	757
2023 Q3	$1.32K	Hold	100	–	–	﹤0.01%	649
2023 Q2	$1.26K	Hold	100	–	–	﹤0.01%	642
2023 Q1	$1.31K	Hold	100	–	–	﹤0.01%	644
2022 Q4	$1.77K	Hold	100	–	–	﹤0.01%	591
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	628
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	708
2022 Q1	$2K	Sell	100 -43	-30%	-$871	﹤0.01%	650
2021 Q4	$3K	Hold	143	–	–	﹤0.01%	720
2021 Q3	$2K	Hold	143	–	–	﹤0.01%	689
2021 Q2	$3K	Hold	143	–	–	﹤0.01%	609
2021 Q1	$2K	Hold	143	–	–	﹤0.01%	615
2020 Q4	$2K	Hold	143	–	–	﹤0.01%	572
2020 Q3	$1K	Buy	+143	New	+$1.17K	﹤0.01%	569

Other funds holding MDRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JNBA Financial Advisors's MDRX Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2023, closing a stake of 100 shares — an estimated $1.32K sold.

JNBA Financial Advisors first reported a position in MDRX in Q3 2020 and held it in 13 quarters. The position peaked at $3K in Q4 2021. 225 funds tracked by Wall St. Rank hold MDRX as of Q4 2023.

JNBA Financial Advisors reported no remaining Veradigm Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
JNBA Financial Advisors sold 100 Veradigm Inc. Common Stock shares in Q4 2023, an estimated $1.32K.
JNBA Financial Advisors first reported a position in Veradigm Inc. Common Stock in Q3 2020 and held it in 13 quarters.
JNBA Financial Advisors's Veradigm Inc. Common Stock position peaked at $3K in Q4 2021.
225 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.