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

LPL Financial’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	-10,694	Closed	-$254K	–	4956
2023 Q3	$254K	Sell	10,694 -688	-6%	-$12.9K	﹤0.01%	4061
2023 Q2	$185K	Buy	11,382 +1,341	+13%	+$22.2K	﹤0.01%	4177
2023 Q1	$175K	Buy	+10,041	New	+$181K	﹤0.01%	4085
2020 Q3	–	Sell	-56,758	Closed	-$623K	–	3653
2020 Q2	$623K	Buy	+56,758	New	+$588K	﹤0.01%	2194
2016 Q2	–	Sell	-10,119	Closed	-$150K	–	3042
2016 Q1	$150K	Buy	+10,119	New	+$153K	﹤0.01%	2869
2014 Q1	–	Sell	-23,654	Closed	-$498K	–	2741
2013 Q4	$498K	Sell	23,654 -445	-2%	-$10K	﹤0.01%	1728
2013 Q3	$551K	Buy	24,099 +1,642	+7%	+$35K	﹤0.01%	1575
2013 Q2	$420K	Buy	+22,457	New	+$410K	﹤0.01%	1685

Other funds holding NXGN

HNB

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

LPL Financial's NXGN Position: Q4 2023 in Review

LPL Financial sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 10,694 shares — an estimated $254K sold.

LPL Financial first reported a position in NXGN in Q2 2013 and held it in 8 quarters. The position peaked at $623K in Q2 2020. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

LPL Financial reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
LPL Financial sold 10,694 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $254K.
LPL Financial first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2013 and held it in 8 quarters.
LPL Financial's NextGen Healthcare, Inc. Common Stock position peaked at $623K in Q2 2020.
1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.