Aperio Group’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Aperio Group’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
2020 Q4	$499K	Sell	27,336 -145	-0.5%	-$2.3K	﹤0.01%	1971
2020 Q3	$350K	Sell	27,481 -2,382	-8%	-$30.4K	﹤0.01%	2000
2020 Q2	$328K	Buy	29,863 +586	+2%	+$6.07K	﹤0.01%	1981
2020 Q1	$306K	Buy	29,277 +17,399	+146%	+$224K	﹤0.01%	1891
2019 Q4	$191K	Sell	11,878 -480	-4%	-$7.93K	﹤0.01%	2208
2019 Q3	$194K	Sell	12,358 -5,242	-30%	-$87.2K	﹤0.01%	2173
2019 Q2	$350K	Buy	17,600 +2,183	+14%	+$40.8K	﹤0.01%	1953
2019 Q1	$259K	Buy	15,417 +3,348	+28%	+$58.1K	﹤0.01%	2067
2018 Q4	$183K	Hold	12,069	–	–	﹤0.01%	2155
2018 Q3	$242K	Sell	12,069 -91	-0.7%	-$1.93K	﹤0.01%	2112
2018 Q2	$237K	Buy	+12,160	New	+$192K	﹤0.01%	2104
2016 Q2	–	Sell	-10,686	Closed	-$163K	–	2042
2016 Q1	$163K	Buy	+10,686	New	+$162K	﹤0.01%	1912
2015 Q3	–	Sell	-16,421	Closed	-$272K	–	2020
2015 Q2	$272K	Buy	16,421 +1,943	+13%	+$31.3K	﹤0.01%	1696
2015 Q1	$231K	Buy	+14,478	New	+$239K	﹤0.01%	1741

Other funds holding NXGN

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Aperio Group's NXGN Position: Q4 2020 in Review

Aperio Group reduced its NextGen Healthcare, Inc. Common Stock (NXGN) stake by 0.53% in Q4 2020, selling an estimated $2.3K and leaving 27,336 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Aperio Group first reported a position in NXGN in Q1 2015 and has held it in 14 quarters since. 152 funds tracked by Wall St. Rank hold NXGN as of Q4 2020.

Aperio Group held 27,336 shares of NextGen Healthcare, Inc. Common Stock worth $499K as of Q4 2020.
Aperio Group sold 145 NextGen Healthcare, Inc. Common Stock shares in Q4 2020, an estimated $2.3K.
NextGen Healthcare, Inc. Common Stock made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1971 holding.
Aperio Group first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2015 and has held it in 14 quarters since.
152 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.