Sutton Wealth Advisors’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-605	Closed	-$11.4K	–	1647
2022 Q4	$11.4K	Hold	605	–	–	﹤0.01%	899
2022 Q3	$10.7K	Sell	605 -10	-2%	-$174	﹤0.01%	870
2022 Q2	$10.7K	Hold	615	–	–	﹤0.01%	882
2022 Q1	$12.9K	Hold	615	–	–	﹤0.01%	868
2021 Q4	$10.9K	Sell	615 -7	-1%	-$112	﹤0.01%	906
2021 Q3	$8.77K	Buy	622 +165	+36%	+$2.57K	﹤0.01%	952
2021 Q2	$7.58K	Buy	457 +29	+7%	+$520	﹤0.01%	980
2021 Q1	$7.75K	Hold	428	–	–	﹤0.01%	937
2020 Q4	$7.81K	Hold	428	–	–	﹤0.01%	881
2020 Q3	$5.45K	Hold	428	–	–	﹤0.01%	905
2020 Q2	$4.7K	Buy	+428	New	+$4.43K	﹤0.01%	919
2020 Q1	–	Sell	-1,081	Closed	-$17.4K	–	1277
2019 Q4	$17.4K	Hold	1,081	–	–	0.01%	659
2019 Q3	$16.9K	Hold	1,081	–	–	0.01%	634
2019 Q2	$21.5K	Hold	1,081	–	–	0.01%	553
2019 Q1	$18.2K	Buy	+1,081	New	+$18.7K	0.01%	610
2018 Q1	–	Sell	-956	Closed	-$13K	–	1156
2017 Q4	$13K	Buy	+956	New	+$13.7K	0.01%	707
2016 Q2	–	Sell	-316	Closed	-$4.82K	–	1074
2016 Q1	$4.82K	Buy	+316	New	+$4.79K	﹤0.01%	747

Other funds holding NXGN

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's NXGN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2023, closing a stake of 605 shares — an estimated $11.4K sold.

Sutton Wealth Advisors first reported a position in NXGN in Q1 2016 and held it in 17 quarters. The position peaked at $21.5K in Q2 2019. 214 funds tracked by Wall St. Rank hold NXGN as of Q1 2023.

Sutton Wealth Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 605 NextGen Healthcare, Inc. Common Stock shares in Q1 2023, an estimated $11.4K.
Sutton Wealth Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2016 and held it in 17 quarters.
Sutton Wealth Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $21.5K in Q2 2019.
214 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.