DIA
NXGN

Dean Investment Associates’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Dean Investment Associates’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
-155,802
Closed -$3.7M – 215
2023
Q3 		$3.7M Buy
155,802
+14,248
+10% +$268K 0.61% 64
2023
Q2 		$2.3M Buy
141,554
+91,458
+183% +$1.52M 0.37% 99
2023
Q1 		$872K Buy
50,096
+2,363
+5% +$42.5K 0.14% 185
2022
Q4 		$896K Sell
47,733
-680
-1% -$13.1K 0.15% 187
2022
Q3 		$857K Buy
48,413
+18,936
+64% +$329K 0.17% 187
2022
Q2 		$514K Sell
29,477
-8,526
-22% -$163K 0.1% 212
2022
Q1 		$795K Sell
38,003
-14,601
-28% -$280K 0.14% 198
2021
Q4 		$936K Sell
52,604
-458
-0.9% -$7.35K 0.16% 200
2021
Q3 		$748K Buy
53,062
+508
+1% +$7.9K 0.14% 208
2021
Q2 		$872K Buy
+52,554
New +$942K 0.16% 211

Other funds holding NXGN

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

Dean Investment Associates's NXGN Position: Q4 2023 in Review

Dean Investment Associates sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 155,802 shares — an estimated $3.7M sold.

Dean Investment Associates first reported a position in NXGN in Q2 2021 and held it in 10 quarters. The position peaked at $3.7M in Q3 2023. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

  • Dean Investment Associates reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Dean Investment Associates sold 155,802 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $3.7M.
  • Dean Investment Associates first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2021 and held it in 10 quarters.
  • Dean Investment Associates's NextGen Healthcare, Inc. Common Stock position peaked at $3.7M in Q3 2023.
  • 1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

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