WP
NXGN

WealthPLAN Partners’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-70
Closed -$1.14K – 1251
2023
Q2 		$1.14K Hold
70
– – ﹤0.01% 1133
2023
Q1 		$1.22K Buy
+70
New +$1.26K ﹤0.01% 1184

Other funds holding NXGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

WealthPLAN Partners's NXGN Position: Q3 2023 in Review

WealthPLAN Partners sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q3 2023, closing a stake of 70 shares — an estimated $1.14K sold.

WealthPLAN Partners first reported a position in NXGN in Q1 2023 and held it in 2 quarters. The position peaked at $1.22K in Q1 2023. 214 funds tracked by Wall St. Rank hold NXGN as of Q3 2023.

  • WealthPLAN Partners reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 70 NextGen Healthcare, Inc. Common Stock shares in Q3 2023, an estimated $1.14K.
  • WealthPLAN Partners first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's NextGen Healthcare, Inc. Common Stock position peaked at $1.22K in Q1 2023.
  • 214 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.