Ray Dalio’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Ray Dalio’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	-97,308	Closed	-$2.31M	–	824
2023 Q3	$2.31M	Sell	97,308 -6,626	-6%	-$125K	0.01%	479
2023 Q2	$1.69M	Sell	103,934 -6,024	-5%	-$99.8K	0.01%	493
2023 Q1	$1.91M	Sell	109,958 -5,648	-5%	-$102K	0.01%	465
2022 Q4	$2.17M	Sell	115,606 -39,024	-25%	-$752K	0.01%	523
2022 Q3	$2.74M	Sell	154,630 -1,712	-1%	-$29.7K	0.01%	494
2022 Q2	$2.73M	Buy	156,342 +8,245	+6%	+$157K	0.01%	616
2022 Q1	$3.1M	Buy	148,097 +31,587	+27%	+$605K	0.01%	585
2021 Q4	$2.07M	Sell	116,510 -2,548	-2%	-$40.9K	0.01%	458
2021 Q3	$1.68M	Sell	119,058 -1,184	-1%	-$18.4K	0.01%	455
2021 Q2	$2M	Buy	+120,242	New	+$2.15M	0.01%	486

Other funds holding NXGN

HNB

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

Ray Dalio's NXGN Position: Q4 2023 in Review

Ray Dalio sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 97,308 shares — an estimated $2.31M sold.

Ray Dalio first reported a position in NXGN in Q2 2021 and held it in 10 quarters. The position peaked at $3.1M in Q1 2022. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

Ray Dalio reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Ray Dalio sold 97,308 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $2.31M.
Ray Dalio first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2021 and held it in 10 quarters.
Ray Dalio's NextGen Healthcare, Inc. Common Stock position peaked at $3.1M in Q1 2022.
1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

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