LFA
MDRX

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

Legacy 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
2019
Q1 		– Sell
-917
Closed -$9K – 1168
2018
Q4 		$9K Buy
+917
New +$10.2K ﹤0.01% 604

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legacy Financial Advisors's MDRX Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2019, closing a stake of 917 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in MDRX in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 225 funds tracked by Wall St. Rank hold MDRX as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Veradigm Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 917 Veradigm Inc. Common Stock shares in Q1 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Veradigm Inc. Common Stock in Q4 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's Veradigm Inc. Common Stock position peaked at $9K in Q4 2018.
  • 225 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.