OWA
MDRX

One Wealth Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

One Wealth 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
2022
Q1 		– Sell
-14,253
Closed -$263K – 233
2021
Q4 		$263K Sell
14,253
-291
-2% -$4.62K 0.07% 156
2021
Q3 		$194K Hold
14,544
– – 0.06% 204
2021
Q2 		$269K Buy
14,544
+527
+4% +$8.87K 0.09% 139
2021
Q1 		$210K Buy
+14,017
New +$224K 0.08% 141

Other funds holding MDRX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

One Wealth Advisors's MDRX Position: Q1 2022 in Review

One Wealth Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2022, closing a stake of 14,253 shares — an estimated $263K sold.

One Wealth Advisors first reported a position in MDRX in Q1 2021 and held it in 4 quarters. The position peaked at $269K in Q2 2021. 256 funds tracked by Wall St. Rank hold MDRX as of Q1 2022.

  • One Wealth Advisors reported no remaining Veradigm Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • One Wealth Advisors sold 14,253 Veradigm Inc. Common Stock shares in Q1 2022, an estimated $263K.
  • One Wealth Advisors first reported a position in Veradigm Inc. Common Stock in Q1 2021 and held it in 4 quarters.
  • One Wealth Advisors's Veradigm Inc. Common Stock position peaked at $269K in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2022.

Based on One Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.