SageView Advisory Group’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

SageView Advisory Group’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	-15,510	Closed	-$368K	–	713
2023 Q3	$368K	Buy	15,510 +90	+0.6%	+$1.69K	0.02%	378
2023 Q2	$250K	Buy	15,420 +438	+3%	+$7.26K	0.01%	481
2023 Q1	$261K	Buy	14,982 +340	+2%	+$6.11K	0.02%	412
2022 Q4	$275K	Buy	+14,642	New	+$282K	0.02%	342

Other funds holding NXGN

HNB

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

SageView Advisory Group's NXGN Position: Q4 2023 in Review

SageView Advisory Group sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 15,510 shares — an estimated $368K sold.

SageView Advisory Group first reported a position in NXGN in Q4 2022 and held it in 4 quarters. The position peaked at $368K in Q3 2023. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

SageView Advisory Group reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
SageView Advisory Group sold 15,510 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $368K.
SageView Advisory Group first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2022 and held it in 4 quarters.
SageView Advisory Group's NextGen Healthcare, Inc. Common Stock position peaked at $368K in Q3 2023.
1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.