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

Covestor’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	-509	Closed	-$12K	–	2881
2023 Q3	$12K	Buy	509 +13	+3%	+$245	0.01%	1352
2023 Q2	$8K	Buy	496 +462	+1,359%	+$7.65K	0.01%	1612
2023 Q1	$1K	Buy	34 +5	+17%	+$90	﹤0.01%	1926
2022 Q4	$1K	Sell	29 -1	-3%	-$19	﹤0.01%	1970
2022 Q3	$1K	Buy	30 +17	+131%	+$295	﹤0.01%	1894
2022 Q2	$0	Sell	13 -3	-19%	-$57	﹤0.01%	2497
2022 Q1	$0	Buy	16 +4	+33%	+$77	﹤0.01%	2526
2021 Q4	$0	Buy	+12	New	+$193	﹤0.01%	2348

Other funds holding NXGN

HNB

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

Covestor's NXGN Position: Q4 2023 in Review

Covestor sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 509 shares — an estimated $12K sold.

Covestor first reported a position in NXGN in Q4 2021 and held it in 8 quarters. The position peaked at $12K in Q3 2023. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

Covestor reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Covestor sold 509 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $12K.
Covestor first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
Covestor's NextGen Healthcare, Inc. Common Stock position peaked at $12K in Q3 2023.
1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

Based on Covestor's 13F filing for Q4 2023, filed 9 Feb 2024.