Next Financial Group’s Veradigm Inc. Common Stock MDRX Stock Holding History

Next Financial Group’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
2020 Q1	–	Sell	-640	Closed	-$6K	–	2465
2019 Q4	$6K	Sell	640 -9	-1%	-$95	﹤0.01%	1940
2019 Q3	$7K	Hold	649	–	–	﹤0.01%	1839
2019 Q2	$8K	Hold	649	–	–	﹤0.01%	1770
2019 Q1	$6K	Hold	649	–	–	﹤0.01%	1233
2018 Q4	$6K	Buy	649 +9	+1%	+$100	﹤0.01%	1522
2018 Q3	$9K	Buy	+640	New	+$8.7K	﹤0.01%	1025
2017 Q4	–	Sell	-640	Closed	-$9K	–	1500
2017 Q3	$9K	Hold	640	–	–	﹤0.01%	1269
2017 Q2	$8K	Hold	640	–	–	﹤0.01%	1421
2017 Q1	$8K	Sell	640 -165	-20%	-$1.96K	﹤0.01%	1380
2016 Q4	$8K	Hold	805	–	–	﹤0.01%	1772
2016 Q3	$11K	Buy	805 +165	+26%	+$2.21K	﹤0.01%	1626
2016 Q2	$8K	Hold	640	–	–	﹤0.01%	1289
2016 Q1	$8K	Hold	640	–	–	﹤0.01%	1250
2015 Q4	$9K	Hold	640	–	–	﹤0.01%	1221
2015 Q3	$7K	Sell	640 -325	-34%	-$4.47K	﹤0.01%	1338
2015 Q2	$13K	Hold	965	–	–	﹤0.01%	1183
2015 Q1	$11K	Hold	965	–	–	﹤0.01%	1214
2014 Q4	$12K	Sell	965 -165	-15%	-$2.1K	﹤0.01%	1185
2014 Q3	$15K	Hold	1,130	–	–	﹤0.01%	1579
2014 Q2	$17K	Buy	+1,130	New	+$17.6K	0.01%	651

Other funds holding MDRX

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

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's MDRX Position: Q1 2020 in Review

Next Financial Group sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2020, closing a stake of 640 shares — an estimated $6K sold.

Next Financial Group first reported a position in MDRX in Q2 2014 and held it in 20 quarters. The position peaked at $17K in Q2 2014. 204 funds tracked by Wall St. Rank hold MDRX as of Q1 2020.

Next Financial Group reported no remaining Veradigm Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 640 Veradigm Inc. Common Stock shares in Q1 2020, an estimated $6K.
Next Financial Group first reported a position in Veradigm Inc. Common Stock in Q2 2014 and held it in 20 quarters.
Next Financial Group's Veradigm Inc. Common Stock position peaked at $17K in Q2 2014.
204 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.