SWA
MDRX

Sutton Wealth Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

Sutton Wealth Advisors’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
-3,777
Closed -$66.6K – 1639
2022
Q4 		$66.6K Sell
3,777
-7
-0.2% -$117 0.03% 316
2022
Q3 		$57.6K Buy
3,784
+14
+0.4% +$226 0.02% 349
2022
Q2 		$55.9K Sell
3,770
-172
-4% -$3.22K 0.02% 350
2022
Q1 		$88.8K Sell
3,942
-676
-15% -$13.7K 0.03% 271
2021
Q4 		$85.2K Sell
4,618
-25
-0.5% -$397 0.03% 292
2021
Q3 		$62.1K Sell
4,643
-1
-0% -$16 0.02% 341
2021
Q2 		$86K Sell
4,644
-108
-2% -$1.82K 0.03% 275
2021
Q1 		$71.4K Sell
4,752
-422
-8% -$6.76K 0.03% 302
2020
Q4 		$74.7K Sell
5,174
-407
-7% -$4.93K 0.03% 267
2020
Q3 		$45.4K Hold
5,581
– – 0.02% 322
2020
Q2 		$37.8K Buy
+5,581
New +$36.2K 0.02% 370

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

Sutton Wealth Advisors's MDRX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2023, closing a stake of 3,777 shares — an estimated $66.6K sold.

Sutton Wealth Advisors first reported a position in MDRX in Q2 2020 and held it in 11 quarters. The position peaked at $88.8K in Q1 2022. 242 funds tracked by Wall St. Rank hold MDRX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Veradigm Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3,777 Veradigm Inc. Common Stock shares in Q1 2023, an estimated $66.6K.
  • Sutton Wealth Advisors first reported a position in Veradigm Inc. Common Stock in Q2 2020 and held it in 11 quarters.
  • Sutton Wealth Advisors's Veradigm Inc. Common Stock position peaked at $88.8K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.