AF
NXGN

Allworth Financial’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Allworth Financial’s Portfolio NXGN Stock Details NXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-77
Closed -$1.34K – 3420
2023
Q1 		$1.34K Buy
+77
New +$1.38K ﹤0.01% 2558

Other funds holding NXGN

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's NXGN Position: Q2 2023 in Review

Allworth Financial sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2023, closing a stake of 77 shares — an estimated $1.34K sold.

Allworth Financial first reported a position in NXGN in Q1 2023 and held it in 1 quarter. The position peaked at $1.34K in Q1 2023. 207 funds tracked by Wall St. Rank hold NXGN as of Q2 2023.

  • Allworth Financial reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Allworth Financial sold 77 NextGen Healthcare, Inc. Common Stock shares in Q2 2023, an estimated $1.34K.
  • Allworth Financial first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • Allworth Financial's NextGen Healthcare, Inc. Common Stock position peaked at $1.34K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.