Key Financial Inc’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Key Financial Inc’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	-224	Closed	-$5.32K	–	1364
2023 Q3	$5.32K	Hold	224	–	–	﹤0.01%	888
2023 Q2	$3.63K	Buy	+224	New	+$3.71K	﹤0.01%	1054

Other funds holding NXGN

HNB

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

Key Financial Inc's NXGN Position: Q4 2023 in Review

Key Financial Inc sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 224 shares — an estimated $5.32K sold.

Key Financial Inc first reported a position in NXGN in Q2 2023 and held it in 2 quarters. The position peaked at $5.32K in Q3 2023. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

Key Financial Inc reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 224 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $5.32K.
Key Financial Inc first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
Key Financial Inc's NextGen Healthcare, Inc. Common Stock position peaked at $5.32K in Q3 2023.
1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.