PFGIA
MDRX

Patriot Financial Group Insurance Agency’s Veradigm Inc. Common Stock MDRX Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q3 		– Sell
-59
Closed -$1K – 2267
2021
Q2 		$1K Hold
59
– – ﹤0.01% 2040
2021
Q1 		$1K Hold
59
– – ﹤0.01% 1943
2020
Q4 		$1K Hold
59
– – ﹤0.01% 1818
2020
Q3 		$0 Hold
59
– – ﹤0.01% 1887
2020
Q2 		$0 Buy
+59
New +$382 ﹤0.01% 1875

Other funds holding MDRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MDRX Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Veradigm Inc. Common Stock (MDRX) in Q3 2021, closing a stake of 59 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in MDRX in Q2 2020 and held it in 5 quarters. The position peaked at $1K in Q2 2021. 224 funds tracked by Wall St. Rank hold MDRX as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Veradigm Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 59 Veradigm Inc. Common Stock shares in Q3 2021, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Veradigm Inc. Common Stock in Q2 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Veradigm Inc. Common Stock position peaked at $1K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.