Atria Wealth Solutions’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-14,000	Closed	-$332K	–	2049
2023 Q3	$332K	Hold	14,000	–	–	﹤0.01%	1351
2023 Q2	$227K	Sell	14,000 -5,700	-29%	-$94.4K	﹤0.01%	1619
2023 Q1	$343K	Buy	19,700 +500	+3%	+$8.99K	0.01%	1337
2022 Q4	$361K	Hold	19,200	–	–	0.01%	1259
2022 Q3	$340K	Sell	19,200 -2,360	-11%	-$41K	0.01%	1226
2022 Q2	$376K	Buy	21,560 +1,660	+8%	+$31.6K	0.01%	1102
2022 Q1	$416K	Buy	+19,900	New	+$381K	0.01%	1165

Other funds holding NXGN

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Atria Wealth Solutions's NXGN Position: Q4 2023 in Review

Atria Wealth Solutions sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 14,000 shares — an estimated $332K sold.

Atria Wealth Solutions first reported a position in NXGN in Q1 2022 and held it in 7 quarters. The position peaked at $416K in Q1 2022. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

Atria Wealth Solutions reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 14,000 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $332K.
Atria Wealth Solutions first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's NextGen Healthcare, Inc. Common Stock position peaked at $416K in Q1 2022.
1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.