WP
MDRX

WealthPLAN Partners’s Veradigm Inc. Common Stock MDRX Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-100
Closed -$1.24K – 445
2017
Q1 		$1.24K Buy
+100
New +$1.19K ﹤0.01% 419
2016
Q3 		$1.3K Sell
100
-100
-50% -$1.34K ﹤0.01% 882
2016
Q2 		$1.27K Buy
+200
New +$2.65K ﹤0.01% 2300

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WealthPLAN Partners's MDRX Position: Q2 2017 in Review

WealthPLAN Partners sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2017, closing a stake of 100 shares — an estimated $1.24K sold.

WealthPLAN Partners first reported a position in MDRX in Q2 2016 and held it in 3 quarters. The position peaked at $1.3K in Q3 2016. 232 funds tracked by Wall St. Rank hold MDRX as of Q2 2017.

  • WealthPLAN Partners reported no remaining Veradigm Inc. Common Stock position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 100 Veradigm Inc. Common Stock shares in Q2 2017, an estimated $1.24K.
  • WealthPLAN Partners first reported a position in Veradigm Inc. Common Stock in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Veradigm Inc. Common Stock position peaked at $1.3K in Q3 2016.
  • 232 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.