BTI
NXGN

Blue Trust Inc’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-42
Closed -$1K – 2350
2023
Q2 		$1K Hold
42
– – ﹤0.01% 1973
2023
Q1 		$1K Buy
+42
New +$755 ﹤0.01% 2253

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Blue Trust Inc's NXGN Position: Q3 2023 in Review

Blue Trust Inc sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q3 2023, closing a stake of 42 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in NXGN in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q2 2023. 214 funds tracked by Wall St. Rank hold NXGN as of Q3 2023.

  • Blue Trust Inc reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 42 NextGen Healthcare, Inc. Common Stock shares in Q3 2023, an estimated $1K.
  • Blue Trust Inc first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Blue Trust Inc's NextGen Healthcare, Inc. Common Stock position peaked at $1K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.