Lido Advisors
NXGN

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

Lido 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
Q1 		– Sell
-26,357
Closed -$495K – 1269
2022
Q4 		$495K Buy
26,357
+1,432
+6% +$27.6K 0.01% 591
2022
Q3 		$441K Buy
+24,925
New +$433K 0.01% 588

Other funds holding NXGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's NXGN Position: Q1 2023 in Review

Lido Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2023, closing a stake of 26,357 shares — an estimated $495K sold.

Lido Advisors first reported a position in NXGN in Q3 2022 and held it in 2 quarters. The position peaked at $495K in Q4 2022. 214 funds tracked by Wall St. Rank hold NXGN as of Q1 2023.

  • Lido Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 26,357 NextGen Healthcare, Inc. Common Stock shares in Q1 2023, an estimated $495K.
  • Lido Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Lido Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $495K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.