KJWM
MDRX

Kiley Juergens Wealth Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Kiley Juergens Wealth Management’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
Q1 		– Sell
-400
Closed -$5K – 639
2017
Q4 		$5K Buy
+400
New +$5.56K ﹤0.01% 566

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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Kiley Juergens Wealth Management's MDRX Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2018, closing a stake of 400 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in MDRX in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 266 funds tracked by Wall St. Rank hold MDRX as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Veradigm Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 400 Veradigm Inc. Common Stock shares in Q1 2018, an estimated $5K.
  • Kiley Juergens Wealth Management first reported a position in Veradigm Inc. Common Stock in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Veradigm Inc. Common Stock position peaked at $5K in Q4 2017.
  • 266 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.