PWPS
MDRX

Pinnacle Wealth Planning Services’s Veradigm Inc. Common Stock MDRX Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-2,699
Closed -$39K – 2099
2020
Q4 		$39K Buy
+2,699
New +$32.7K 0.01% 907

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $29.7B AUM 43.33% 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 $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's MDRX Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2021, closing a stake of 2,699 shares — an estimated $39K sold.

Pinnacle Wealth Planning Services first reported a position in MDRX in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 236 funds tracked by Wall St. Rank hold MDRX as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Veradigm Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,699 Veradigm Inc. Common Stock shares in Q1 2021, an estimated $39K.
  • Pinnacle Wealth Planning Services first reported a position in Veradigm Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Veradigm Inc. Common Stock position peaked at $39K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.