RWM
MDRX

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

Ritholtz 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
2023
Q1 		– Sell
-21,599
Closed -$381K – 677
2022
Q4 		$381K Buy
21,599
+11,243
+109% +$188K 0.02% 415
2022
Q3 		$158K Buy
+10,356
New +$167K 0.01% 675
2021
Q3 		– Sell
-15,530
Closed -$287K – 589
2021
Q2 		$287K Buy
+15,530
New +$261K 0.02% 378

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Ritholtz Wealth Management's MDRX Position: Q1 2023 in Review

Ritholtz Wealth Management sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2023, closing a stake of 21,599 shares — an estimated $381K sold.

Ritholtz Wealth Management first reported a position in MDRX in Q2 2021 and held it in 3 quarters. The position peaked at $381K in Q4 2022. 242 funds tracked by Wall St. Rank hold MDRX as of Q1 2023.

  • Ritholtz Wealth Management reported no remaining Veradigm Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 21,599 Veradigm Inc. Common Stock shares in Q1 2023, an estimated $381K.
  • Ritholtz Wealth Management first reported a position in Veradigm Inc. Common Stock in Q2 2021 and held it in 3 quarters.
  • Ritholtz Wealth Management's Veradigm Inc. Common Stock position peaked at $381K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2023.

Based on Ritholtz Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.