Nisa Investment Advisors’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 |
-990
| Closed | -$23.5K | – | 2805 |
|
|
2023
Q3 | $23.5K | Hold |
990
| – | – | ﹤0.01% | 1969 |
|
|
2023
Q2 | $16.1K | Sell |
990
-335
| -25% | -$5.55K | ﹤0.01% | 2161 |
|
|
2023
Q1 | $23K | Hold |
1,325
| – | – | ﹤0.01% | 1971 |
|
|
2022
Q4 | $25K | Hold |
1,325
| – | – | ﹤0.01% | 2001 |
|
|
2022
Q3 | $26K | Buy |
1,325
+45
| +4% | +$781 | ﹤0.01% | 1987 |
|
|
2022
Q2 | $22K | Sell |
1,280
-1,720
| -57% | -$32.8K | ﹤0.01% | 2030 |
|
|
2022
Q1 | $63K | Buy |
+3,000
| New | +$57.5K | ﹤0.01% | 1775 |
|
|
2020
Q4 | – | Sell |
-2,700
| Closed | -$34K | – | 2377 |
|
|
2020
Q3 | $34K | Buy |
+2,700
| New | +$34.5K | ﹤0.01% | 1962 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$23K | – | 1901 |
|
|
2016
Q3 | $23K | Hold |
2,000
| – | – | ﹤0.01% | 1611 |
|
|
2016
Q2 | $24K | Sell |
2,000
-24,800
| -93% | -$334K | ﹤0.01% | 1561 |
|
|
2016
Q1 | $408K | Sell |
26,800
-36,400
| -58% | -$552K | 0.01% | 1060 |
|
|
2015
Q4 | $1.02M | Hold |
63,200
| – | – | 0.01% | 737 |
|
|
2015
Q3 | $815K | Buy |
63,200
+42,200
| +201% | +$579K | 0.01% | 801 |
|
|
2015
Q2 | $348K | Sell |
21,000
-27,100
| -56% | -$437K | ﹤0.01% | 1129 |
|
|
2015
Q1 | $769K | Buy |
48,100
+34,800
| +262% | +$576K | 0.01% | 892 |
|
|
2014
Q4 | $207K | Buy |
+13,300
| New | +$194K | ﹤0.01% | 1239 |
|
|
2014
Q3 | – | Sell |
-24,000
| Closed | -$385K | – | 1328 |
|
|
2014
Q2 | $385K | Hold |
24,000
| – | – | 0.01% | 1111 |
|
|
2014
Q1 | $405K | Sell |
24,000
-17,800
| -43% | -$323K | 0.01% | 1108 |
|
|
2013
Q4 | $880K | Buy |
41,800
+5,000
| +14% | +$113K | 0.01% | 845 |
|
|
2013
Q3 | $800K | Buy |
36,800
+22,800
| +163% | +$487K | 0.01% | 858 |
|
|
2013
Q2 | $262K | Buy |
+14,000
| New | +$255K | ﹤0.01% | 1184 |
|
Other funds holding NXGN
Nisa Investment Advisors's NXGN Position: Q4 2023 in Review
Nisa Investment Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 990 shares — an estimated $23.5K sold.
Nisa Investment Advisors first reported a position in NXGN in Q2 2013 and held it in 21 quarters. The position peaked at $1.02M in Q4 2015. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.
- Nisa Investment Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Nisa Investment Advisors sold 990 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $23.5K.
- Nisa Investment Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2013 and held it in 21 quarters.
- Nisa Investment Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $1.02M in Q4 2015.
- 1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.
Based on Nisa Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.