WealthCollab’s TruBridge TBRG Stock Holding History

WealthCollab’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
2024 Q1	–	Sell	-60	Closed	-$672	–	954
2023 Q4	$672	Buy	+60	New	+$760	﹤0.01%	852

Other funds holding TBRG

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

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WealthCollab's TBRG Position: Q1 2024 in Review

WealthCollab sold out of TruBridge (TBRG) in Q1 2024, closing a stake of 60 shares — an estimated $672 sold.

WealthCollab first reported a position in TBRG in Q4 2023 and held it in 1 quarter. The position peaked at $672 in Q4 2023. 114 funds tracked by Wall St. Rank hold TBRG as of Q1 2024.

WealthCollab reported no remaining TruBridge position as of Q1 2024 after selling out during the quarter.
WealthCollab sold 60 TruBridge shares in Q1 2024, an estimated $672.
WealthCollab first reported a position in TruBridge in Q4 2023 and held it in 1 quarter.
WealthCollab's TruBridge position peaked at $672 in Q4 2023.
114 funds tracked by Wall St. Rank held TruBridge as of Q1 2024.

Based on WealthCollab's 13F filing for Q1 2024, filed 10 May 2024.