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

TCI 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 Q2	–	Sell	-407	Closed	-$7.09K	–	2447
2023 Q1	$7.09K	Sell	407 -113	-22%	-$2.03K	﹤0.01%	1296
2022 Q4	$9.77K	Buy	520 +113	+28%	+$2.18K	﹤0.01%	1086
2022 Q3	$7K	Hold	407	–	–	﹤0.01%	1303
2022 Q2	$7K	Buy	407 +155	+62%	+$2.96K	﹤0.01%	1307
2022 Q1	$5K	Hold	252	–	–	﹤0.01%	1632
2021 Q4	$4K	Buy	252 +22	+10%	+$353	﹤0.01%	1949
2021 Q3	$3K	Buy	+230	New	+$3.58K	﹤0.01%	2060
2021 Q2	–	Sell	-95	Closed	-$2K	–	2504
2021 Q1	$2K	Buy	+95	New	+$1.88K	﹤0.01%	1961
2020 Q1	–	Sell	-180	Closed	-$3K	–	1823
2019 Q4	$3K	Hold	180	–	–	﹤0.01%	1073
2019 Q3	$3K	Hold	180	–	–	﹤0.01%	1009
2019 Q2	$4K	Hold	180	–	–	﹤0.01%	855
2019 Q1	$3K	Hold	180	–	–	﹤0.01%	961
2018 Q4	$3K	Hold	180	–	–	﹤0.01%	933
2018 Q3	$4K	Hold	180	–	–	﹤0.01%	871
2018 Q2	$4K	Hold	180	–	–	﹤0.01%	887
2018 Q1	$2K	Hold	180	–	–	﹤0.01%	1036
2017 Q4	$2K	Hold	180	–	–	﹤0.01%	1086
2017 Q3	$3K	Hold	180	–	–	﹤0.01%	888
2017 Q2	$3K	Hold	180	–	–	﹤0.01%	926
2017 Q1	$3K	Hold	180	–	–	﹤0.01%	876
2016 Q4	$2K	Buy	+180	New	+$2.31K	﹤0.01%	1068

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

TCI Wealth Advisors's NXGN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2023, closing a stake of 407 shares — an estimated $7.09K sold.

TCI Wealth Advisors first reported a position in NXGN in Q4 2016 and held it in 21 quarters. The position peaked at $9.77K in Q4 2022. 207 funds tracked by Wall St. Rank hold NXGN as of Q2 2023.

TCI Wealth Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 407 NextGen Healthcare, Inc. Common Stock shares in Q2 2023, an estimated $7.09K.
TCI Wealth Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2016 and held it in 21 quarters.
TCI Wealth Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $9.77K in Q4 2022.
207 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.