Freedom Investment Management’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,777
| Closed | -$208K | – | 799 |
|
|
2023
Q3 | $208K | Sell |
8,777
-1,685
| -16% | -$31.7K | 0.03% | 617 |
|
|
2023
Q2 | $170K | Sell |
10,462
-5,777
| -36% | -$95.7K | 0.02% | 659 |
|
|
2023
Q1 | $283K | Sell |
16,239
-668
| -4% | -$12K | 0.03% | 569 |
|
|
2022
Q4 | $318K | Buy |
+16,907
| New | +$326K | 0.04% | 567 |
|
|
2022
Q3 | – | Sell |
-16,529
| Closed | -$288K | – | 795 |
|
|
2022
Q2 | $288K | Sell |
16,529
-797
| -5% | -$15.2K | 0.03% | 597 |
|
|
2022
Q1 | $362K | Buy |
+17,326
| New | +$332K | 0.03% | 568 |
|
|
2021
Q3 | – | Sell |
-21,950
| Closed | -$364K | – | 926 |
|
|
2021
Q2 | $364K | Buy |
+21,950
| New | +$393K | 0.03% | 640 |
|
|
2018
Q4 | – | Sell |
-51,758
| Closed | -$1.18M | – | 917 |
|
|
2018
Q3 | $1.18M | Buy |
51,758
+2,042
| +4% | +$43.3K | 0.07% | 280 |
|
|
2018
Q2 | $969K | Sell |
49,716
-2,528
| -5% | -$40K | 0.06% | 353 |
|
|
2018
Q1 | $713K | Buy |
52,244
+31,014
| +146% | +$409K | 0.04% | 487 |
|
|
2017
Q4 | $288K | Sell |
21,230
-589
| -3% | -$8.46K | 0.01% | 910 |
|
|
2017
Q3 | $343K | Sell |
21,819
-21,104
| -49% | -$341K | 0.02% | 777 |
|
|
2017
Q2 | $739K | Buy |
42,923
+20,273
| +90% | +$308K | 0.04% | 420 |
|
|
2017
Q1 | $345K | Sell |
22,650
-2,445
| -10% | -$36K | 0.02% | 698 |
|
|
2016
Q4 | $330K | Sell |
25,095
-3,518
| -12% | -$45.1K | 0.02% | 649 |
|
|
2016
Q3 | $324K | Buy |
28,613
+1,845
| +7% | +$22.2K | 0.02% | 598 |
|
|
2016
Q2 | $319K | Sell |
26,768
-23,760
| -47% | -$320K | 0.02% | 566 |
|
|
2016
Q1 | $770K | Buy |
50,528
+12,511
| +33% | +$190K | 0.06% | 276 |
|
|
2015
Q4 | $613K | Buy |
38,017
+9,749
| +34% | +$142K | 0.05% | 334 |
|
|
2015
Q3 | $1.81M | Buy |
28,268
+7,799
| +38% | +$107K | 0.18% | 68 |
|
|
2015
Q2 | $339K | Buy |
20,469
+6,338
| +45% | +$102K | 0.03% | 449 |
|
|
2015
Q1 | $226K | Buy |
+14,131
| New | +$234K | 0.02% | 558 |
|
Other funds holding NXGN
Freedom Investment Management's NXGN Position: Q4 2023 in Review
Freedom Investment Management sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 8,777 shares — an estimated $208K sold.
Freedom Investment Management first reported a position in NXGN in Q1 2015 and held it in 22 quarters. The position peaked at $1.81M in Q3 2015. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.
- Freedom Investment Management reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Freedom Investment Management sold 8,777 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $208K.
- Freedom Investment Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2015 and held it in 22 quarters.
- Freedom Investment Management's NextGen Healthcare, Inc. Common Stock position peaked at $1.81M in Q3 2015.
- 1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.
Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.