Wilbanks Smith & Thomas Asset Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Wilbanks Smith & Thomas 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
2022 Q1	–	Sell	-17,700	Closed	-$327K	–	544
2021 Q4	$327K	Hold	17,700	–	–	0.01%	400
2021 Q3	$237K	Hold	17,700	–	–	0.01%	446
2021 Q2	$328K	Sell	17,700 -700	-4%	-$11.8K	0.01%	376
2021 Q1	$276K	Sell	18,400 -2,000	-10%	-$32K	0.01%	387
2020 Q4	$295K	Hold	20,400	–	–	0.01%	339
2020 Q3	$166K	Hold	20,400	–	–	0.01%	375
2020 Q2	$138K	Hold	20,400	–	–	0.01%	377
2020 Q1	$144K	Hold	20,400	–	–	0.01%	350
2019 Q4	$200K	Hold	20,400	–	–	0.01%	399
2019 Q3	$224K	Hold	20,400	–	–	0.01%	377
2019 Q2	$237K	Hold	20,400	–	–	0.02%	367
2019 Q1	$195K	Buy	20,400 +1,000	+5%	+$11K	0.01%	395
2018 Q4	$187K	Buy	19,400 +12,600	+185%	+$141K	0.01%	337
2018 Q3	$97K	Buy	+6,800	New	+$92.4K	0.01%	547
2014 Q4	–	Sell	-104,333	Closed	-$1.4M	–	327
2014 Q3	$1.4M	Buy	104,333 +3,410	+3%	+$51.7K	0.15%	96
2014 Q2	$1.62M	Buy	100,923 +3,850	+4%	+$60K	0.17%	90
2014 Q1	$1.75M	Buy	97,073 +6,747	+7%	+$117K	0.2%	86
2013 Q4	$1.4M	Buy	90,326 +7,580	+9%	+$112K	0.17%	90
2013 Q3	$1.23M	Buy	82,746 +7,665	+10%	+$116K	0.16%	94
2013 Q2	$972K	Buy	+75,081	New	+$1.01M	0.15%	107

Other funds holding MDRX

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MDRX Position: Q1 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2022, closing a stake of 17,700 shares — an estimated $327K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MDRX in Q2 2013 and held it in 20 quarters. The position peaked at $1.75M in Q1 2014. 256 funds tracked by Wall St. Rank hold MDRX as of Q1 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Veradigm Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 17,700 Veradigm Inc. Common Stock shares in Q1 2022, an estimated $327K.
Wilbanks Smith & Thomas Asset Management first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 20 quarters.
Wilbanks Smith & Thomas Asset Management's Veradigm Inc. Common Stock position peaked at $1.75M in Q1 2014.
256 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2022, filed 5 May 2022.