CWA
NXGN

CM Wealth Advisors’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

CM Wealth Advisors’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
-20,699
Closed -$353K – 458
2023
Q1 		$353K Buy
+20,699
New +$372K 0.07% 300

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

CM Wealth Advisors's NXGN Position: Q2 2023 in Review

CM Wealth Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2023, closing a stake of 20,699 shares — an estimated $353K sold.

CM Wealth Advisors first reported a position in NXGN in Q1 2023 and held it in 1 quarter. The position peaked at $353K in Q1 2023. 207 funds tracked by Wall St. Rank hold NXGN as of Q2 2023.

  • CM Wealth Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 20,699 NextGen Healthcare, Inc. Common Stock shares in Q2 2023, an estimated $353K.
  • CM Wealth Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $353K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.