SPIA
MDRX

Steward Partners Investment Advisory’s Veradigm Inc. Common Stock MDRX Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-700
Closed -$10K – 2291
2018
Q3 		$10K Buy
+700
New +$9.51K ﹤0.01% 1894

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's MDRX Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2018, closing a stake of 700 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in MDRX in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 222 funds tracked by Wall St. Rank hold MDRX as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Veradigm Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 700 Veradigm Inc. Common Stock shares in Q4 2018, an estimated $10K.
  • Steward Partners Investment Advisory first reported a position in Veradigm Inc. Common Stock in Q3 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Veradigm Inc. Common Stock position peaked at $10K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.