MWM
MDRX

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

Mission 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
Q2 		– Sell
-10,941
Closed -$135K – 279
2018
Q1 		$135K Buy
+10,941
New +$155K 0.02% 230

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

Mission Wealth Management's MDRX Position: Q2 2018 in Review

Mission Wealth Management sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2018, closing a stake of 10,941 shares — an estimated $135K sold.

Mission Wealth Management first reported a position in MDRX in Q1 2018 and held it in 1 quarter. The position peaked at $135K in Q1 2018. 253 funds tracked by Wall St. Rank hold MDRX as of Q2 2018.

  • Mission Wealth Management reported no remaining Veradigm Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • Mission Wealth Management sold 10,941 Veradigm Inc. Common Stock shares in Q2 2018, an estimated $135K.
  • Mission Wealth Management first reported a position in Veradigm Inc. Common Stock in Q1 2018 and held it in 1 quarter.
  • Mission Wealth Management's Veradigm Inc. Common Stock position peaked at $135K in Q1 2018.
  • 253 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2018.

Based on Mission Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.