Parallel Advisors’s TruBridge TBRG Stock Holding History

Parallel 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	-$1.72K	–	3520
2022 Q4	$1.72K	Hold	63	–	–	﹤0.01%	2741
2022 Q3	$2K	Buy	+63	New	+$1.94K	﹤0.01%	2789
2019 Q3	–	Sell	-50	Closed	-$1K	–	2514
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	2259
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	2234
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	2070
2018 Q3	$1K	Sell	50 -28	-36%	-$820	﹤0.01%	2173
2018 Q2	$2K	Sell	78 -2	-3%	-$63	﹤0.01%	1907
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	1896
2017 Q4	$2K	Sell	80 -2	-2%	-$60	﹤0.01%	1906
2017 Q3	$2K	Sell	82 -78	-49%	-$2.34K	﹤0.01%	1910
2017 Q2	$5K	Buy	160 +78	+95%	+$2.43K	﹤0.01%	1621
2017 Q1	$2K	Buy	82 +32	+64%	+$803	﹤0.01%	1810
2016 Q4	$1K	Buy	+50	New	+$1.25K	﹤0.01%	1738

Other funds holding TBRG

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Parallel Advisors's TBRG Position: Q1 2023 in Review

Parallel Advisors sold out of TruBridge (TBRG) in Q1 2023, closing a stake of 63 shares — an estimated $1.72K sold.

Parallel Advisors first reported a position in TBRG in Q4 2016 and held it in 13 quarters. The position peaked at $5K in Q2 2017. 146 funds tracked by Wall St. Rank hold TBRG as of Q1 2023.

Parallel Advisors reported no remaining TruBridge position as of Q1 2023 after selling out during the quarter.
Parallel Advisors sold 63 TruBridge shares in Q1 2023, an estimated $1.72K.
Parallel Advisors first reported a position in TruBridge in Q4 2016 and held it in 13 quarters.
Parallel Advisors's TruBridge position peaked at $5K in Q2 2017.
146 funds tracked by Wall St. Rank held TruBridge as of Q1 2023.

Based on Parallel Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.