IFP Advisors’s TruBridge TBRG Stock Holding History

IFP Advisors’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	-63	Closed	-$5K	–	4482
2022 Q4	$5K	Buy	63 +40	+174%	+$1.14K	﹤0.01%	3827
2022 Q3	$4K	Buy	23 +6	+35%	+$185	﹤0.01%	4167
2022 Q2	$3K	Hold	17	–	–	﹤0.01%	4044
2022 Q1	$3K	Buy	+17	New	+$520	﹤0.01%	4044
2020 Q1	–	Sell	-244	Closed	-$6.27K	–	3033
2019 Q4	$7K	Hold	244	–	–	﹤0.01%	2084
2019 Q3	$5K	Buy	+244	New	+$5.91K	﹤0.01%	2360
2019 Q1	–	Sell	-244	Closed	-$6K	–	3516
2018 Q4	$6K	Hold	244	–	–	﹤0.01%	2788
2018 Q3	$7K	Buy	+244	New	+$7.14K	﹤0.01%	3079
2017 Q4	–	Sell	-500	Closed	-$15K	–	4139
2017 Q3	$15K	Hold	500	–	–	﹤0.01%	2802
2017 Q2	$16K	Buy	500 +200	+67%	+$6.23K	﹤0.01%	2724
2017 Q1	$8K	Sell	300 -15	-5%	-$376	﹤0.01%	3068
2016 Q4	$7K	Buy	315 +300	+2,000%	+$7.49K	﹤0.01%	3141
2016 Q3	$0	Hold	15	–	–	﹤0.01%	4066
2016 Q2	$1K	Buy	+15	New	+$681	﹤0.01%	3705
2016 Q1	–	Sell	-15	Closed	-$1K	–	3501
2015 Q4	$1K	Buy	+15	New	+$671	﹤0.01%	3588

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

IFP Advisors's TBRG Position: Q1 2023 in Review

IFP Advisors sold out of TruBridge (TBRG) in Q1 2023, closing a stake of 63 shares — an estimated $5K sold.

IFP Advisors first reported a position in TBRG in Q4 2015 and held it in 15 quarters. The position peaked at $16K in Q2 2017. 146 funds tracked by Wall St. Rank hold TBRG as of Q1 2023.

IFP Advisors reported no remaining TruBridge position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 63 TruBridge shares in Q1 2023, an estimated $5K.
IFP Advisors first reported a position in TruBridge in Q4 2015 and held it in 15 quarters.
IFP Advisors's TruBridge position peaked at $16K in Q2 2017.
146 funds tracked by Wall St. Rank held TruBridge as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.