AWM
NXGN

AE Wealth Management’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

AE Wealth Management’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
-31,757
Closed -$553K – 2083
2023
Q1 		$553K Buy
+31,757
New +$571K ﹤0.01% 1303

Other funds holding NXGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's NXGN Position: Q2 2023 in Review

AE Wealth Management sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2023, closing a stake of 31,757 shares — an estimated $553K sold.

AE Wealth Management first reported a position in NXGN in Q1 2023 and held it in 1 quarter. The position peaked at $553K in Q1 2023. 207 funds tracked by Wall St. Rank hold NXGN as of Q2 2023.

  • AE Wealth Management reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 31,757 NextGen Healthcare, Inc. Common Stock shares in Q2 2023, an estimated $553K.
  • AE Wealth Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • AE Wealth Management's NextGen Healthcare, Inc. Common Stock position peaked at $553K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.