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

EverSource 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 Q4	–	Sell	-112	Closed	-$2.66K	–	2777
2023 Q3	$2.66K	Buy	112 +55	+96%	+$1.03K	﹤0.01%	1926
2023 Q2	$925	Buy	+57	New	+$944	﹤0.01%	2255

Other funds holding NXGN

HNB

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

EverSource Wealth Advisors's NXGN Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 112 shares — an estimated $2.66K sold.

EverSource Wealth Advisors first reported a position in NXGN in Q2 2023 and held it in 2 quarters. The position peaked at $2.66K in Q3 2023. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

EverSource Wealth Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 112 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $2.66K.
EverSource Wealth Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
EverSource Wealth Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $2.66K in Q3 2023.
1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

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