WW
MDRX

Waterfront Wealth’s Veradigm Inc. Common Stock MDRX Stock Holding History

Waterfront Wealth’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
Q1 		– Sell
-21,178
Closed -$222K – 256
2023
Q4 		$222K Sell
21,178
-9,084
-30% -$111K 0.07% 231
2023
Q3 		$407K Sell
30,262
-193
-0.6% -$2.53K 0.13% 176
2023
Q2 		$403K Buy
30,455
+819
+3% +$9.95K 0.12% 178
2023
Q1 		$387K Sell
29,636
-10,909
-27% -$177K 0.13% 179
2022
Q4 		$720K Sell
40,545
-11,671
-22% -$196K 0.25% 126
2022
Q3 		$776K Buy
52,216
+13,970
+37% +$226K 0.3% 104
2022
Q2 		$567K Buy
38,246
+1,212
+3% +$22.7K 0.23% 123
2022
Q1 		$844K Sell
37,034
-75,381
-67% -$1.53M 0.3% 90
2021
Q4 		$2.07M Sell
112,415
-8,209
-7% -$130K 0.82% 31
2021
Q3 		$1.61M Buy
120,624
+28,000
+30% +$452K 0.78% 35
2021
Q2 		$1.71M Sell
92,624
-2,779
-3% -$46.8K 0.81% 36
2021
Q1 		$1.46M Sell
95,403
-41,573
-30% -$666K 0.74% 36
2020
Q4 		$1.98M Buy
+136,976
New +$1.66M 1.4% 18

Other funds holding MDRX

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waterfront Wealth's MDRX Position: Q1 2024 in Review

Waterfront Wealth sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 21,178 shares — an estimated $222K sold.

Waterfront Wealth first reported a position in MDRX in Q4 2020 and held it in 13 quarters. The position peaked at $2.07M in Q4 2021. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

  • Waterfront Wealth reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Waterfront Wealth sold 21,178 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $222K.
  • Waterfront Wealth first reported a position in Veradigm Inc. Common Stock in Q4 2020 and held it in 13 quarters.
  • Waterfront Wealth's Veradigm Inc. Common Stock position peaked at $2.07M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on Waterfront Wealth's 13F filing for Q1 2024, filed 13 May 2024.