Financial Gravity Asset Management’s TruBridge TBRG Stock Holding History

Financial Gravity Asset Management’s Portfolio TBRG Stock Details TBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-27	Closed	-$741	–	1704
2022 Q4	$741	Sell	27 -421	-94%	-$12K	﹤0.01%	731
2022 Q3	$2.06K	Sell	448 -128	-22%	-$3.95K	0.07%	289
2022 Q2	$2.42K	Buy	+576	New	+$18.6K	0.08%	261
2021 Q1	–	Sell	-68	Closed	-$2K	–	900
2020 Q4	$2K	Buy	+68	New	+$1.92K	﹤0.01%	355
2019 Q4	–	Sell	-15	Closed	–	–	1731
2019 Q3	$0	Sell	15 -351	-96%	-$8.5K	﹤0.01%	1592
2019 Q2	$10K	Sell	366 -1,154	-76%	-$32.3K	0.01%	608
2019 Q1	$45K	Buy	+1,520	New	+$43.9K	0.04%	340

Other funds holding TBRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BCM

Boone Capital Management Atlanta, Georgia $326M AUM 86.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Asset Management's TBRG Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of TruBridge (TBRG) in Q1 2023, closing a stake of 27 shares — an estimated $741 sold.

Financial Gravity Asset Management first reported a position in TBRG in Q1 2019 and held it in 7 quarters. The position peaked at $45K in Q1 2019. 146 funds tracked by Wall St. Rank hold TBRG as of Q1 2023.

Financial Gravity Asset Management reported no remaining TruBridge position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 27 TruBridge shares in Q1 2023, an estimated $741.
Financial Gravity Asset Management first reported a position in TruBridge in Q1 2019 and held it in 7 quarters.
Financial Gravity Asset Management's TruBridge position peaked at $45K in Q1 2019.
146 funds tracked by Wall St. Rank held TruBridge as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.