WAM
MDRX

Wakefield Asset Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Wakefield Asset 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
-44,795
Closed -$790K – 216
2022
Q4 		$790K Sell
44,795
-5
-0% -$84 0.33% 90
2022
Q3 		$682K Buy
+44,800
New +$725K 0.31% 96
2022
Q2 		– Sell
-38,063
Closed -$857K – 214
2022
Q1 		$857K Buy
+38,063
New +$771K 0.31% 93

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

Wakefield Asset Management's MDRX Position: Q1 2023 in Review

Wakefield Asset Management sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2023, closing a stake of 44,795 shares — an estimated $790K sold.

Wakefield Asset Management first reported a position in MDRX in Q1 2022 and held it in 3 quarters. The position peaked at $857K in Q1 2022. 242 funds tracked by Wall St. Rank hold MDRX as of Q1 2023.

  • Wakefield Asset Management reported no remaining Veradigm Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Wakefield Asset Management sold 44,795 Veradigm Inc. Common Stock shares in Q1 2023, an estimated $790K.
  • Wakefield Asset Management first reported a position in Veradigm Inc. Common Stock in Q1 2022 and held it in 3 quarters.
  • Wakefield Asset Management's Veradigm Inc. Common Stock position peaked at $857K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2023.

Based on Wakefield Asset Management's 13F filing for Q1 2023, filed 2 May 2023.