Wealthspire Advisors (Maryland)’s Veradigm Inc. Common Stock MDRX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-54	Closed	-$1K	–	2194
2019 Q1	$1K	Buy	+54	New	+$597	﹤0.01%	2425
2018 Q4	–	Sell	-94	Closed	-$1K	–	2600
2018 Q3	$1K	Hold	94	–	–	﹤0.01%	2343
2018 Q2	$1K	Sell	94 -701	-88%	-$8.64K	﹤0.01%	2382
2018 Q1	$10K	Sell	795 -368	-32%	-$5.23K	﹤0.01%	1585
2017 Q4	$17K	Sell	1,163 -214	-16%	-$2.97K	﹤0.01%	1383
2017 Q3	$20K	Sell	1,377 -47	-3%	-$608	﹤0.01%	1306
2017 Q2	$18K	Sell	1,424 -57	-4%	-$692	﹤0.01%	1315
2017 Q1	$19K	Buy	1,481 +1,434	+3,051%	+$17K	﹤0.01%	1109
2016 Q4	$0	Buy	+47	New	+$536	﹤0.01%	1864
2016 Q2	–	Sell	-295	Closed	-$4K	–	1829
2016 Q1	$4K	Buy	+295	New	+$3.87K	﹤0.01%	1413

Other funds holding MDRX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MDRX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2019, closing a stake of 54 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in MDRX in Q1 2016 and held it in 10 quarters. The position peaked at $20K in Q3 2017. 224 funds tracked by Wall St. Rank hold MDRX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Veradigm Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 54 Veradigm Inc. Common Stock shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Veradigm Inc. Common Stock in Q1 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Veradigm Inc. Common Stock position peaked at $20K in Q3 2017.
224 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.