SWM
MDRX

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

Spire 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
2024
Q4 		– Sell
-165
Closed -$1.6K – 2545
2024
Q3 		$1.6K Hold
165
– – ﹤0.01% 2037
2024
Q2 		$1.57K Sell
165
-1,296
-89% -$12.3K ﹤0.01% 2052
2024
Q1 		$11.3K Hold
1,461
– – ﹤0.01% 1678
2023
Q4 		$13.2K Hold
1,461
– – ﹤0.01% 1668
2023
Q3 		$19.2K Hold
1,461
– – ﹤0.01% 1519
2023
Q2 		$18.4K Hold
1,461
– – ﹤0.01% 1621
2023
Q1 		$19.1K Buy
1,461
+1,296
+785% +$21K ﹤0.01% 1640
2022
Q4 		$3K Hold
165
– – ﹤0.01% 2006
2022
Q3 		$3K Sell
165
-54
-25% -$873 ﹤0.01% 1912
2022
Q2 		$3K Hold
219
– – ﹤0.01% 2313
2022
Q1 		$5K Hold
219
– – ﹤0.01% 2256
2021
Q4 		$4K Hold
219
– – ﹤0.01% 2661
2021
Q3 		$3K Hold
219
– – ﹤0.01% 2430
2021
Q2 		$4K Hold
219
– – ﹤0.01% 2389
2021
Q1 		$3K Buy
+219
New +$3.51K ﹤0.01% 2793

Other funds holding MDRX

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Spire Wealth Management's MDRX Position: Q4 2024 in Review

Spire Wealth Management sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2024, closing a stake of 165 shares — an estimated $1.6K sold.

Spire Wealth Management first reported a position in MDRX in Q1 2021 and held it in 15 quarters. The position peaked at $19.2K in Q3 2023. 8 funds tracked by Wall St. Rank hold MDRX as of Q4 2024.

  • Spire Wealth Management reported no remaining Veradigm Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 165 Veradigm Inc. Common Stock shares in Q4 2024, an estimated $1.6K.
  • Spire Wealth Management first reported a position in Veradigm Inc. Common Stock in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Veradigm Inc. Common Stock position peaked at $19.2K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.