BAM
NXGN

Belpointe Asset Management’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Belpointe Asset Management’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
-450
Closed -$7.83K – 3635
2023
Q1 		$7.83K Buy
+450
New +$8.09K ﹤0.01% 2836

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

Belpointe Asset Management's NXGN Position: Q2 2023 in Review

Belpointe Asset Management sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2023, closing a stake of 450 shares — an estimated $7.83K sold.

Belpointe Asset Management first reported a position in NXGN in Q1 2023 and held it in 1 quarter. The position peaked at $7.83K in Q1 2023. 207 funds tracked by Wall St. Rank hold NXGN as of Q2 2023.

  • Belpointe Asset Management reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 450 NextGen Healthcare, Inc. Common Stock shares in Q2 2023, an estimated $7.83K.
  • Belpointe Asset Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's NextGen Healthcare, Inc. Common Stock position peaked at $7.83K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.