Barrow, Hanley, Mewhinney & Strauss
NXGN

Barrow, Hanley, Mewhinney & Strauss’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2021
Q1 		– Sell
-2,950
Closed -$54K – 358
2020
Q4 		$54K Sell
2,950
-4,839
-62% -$76.8K ﹤0.01% 260
2020
Q3 		$99K Sell
7,789
-30,038
-79% -$384K ﹤0.01% 266
2020
Q2 		$415K Buy
37,827
+8,377
+28% +$86.8K ﹤0.01% 271
2020
Q1 		$307K Sell
29,450
-13,181
-31% -$170K ﹤0.01% 254
2019
Q4 		$685K Sell
42,631
-2,303
-5% -$38.1K ﹤0.01% 259
2019
Q3 		$704K Buy
+44,934
New +$747K ﹤0.01% 268
2019
Q2 		– Sell
-159,498
Closed -$2.68M – 364
2019
Q1 		$2.68M Buy
159,498
+3,915
+3% +$67.9K ﹤0.01% 214
2018
Q4 		$2.36M Sell
155,583
-110,648
-42% -$1.9M ﹤0.01% 222
2018
Q3 		$5.35M Sell
266,231
-30,711
-10% -$651K 0.01% 190
2018
Q2 		$5.79M Sell
296,942
-944
-0.3% -$14.9K 0.01% 190
2018
Q1 		$4.07M Sell
297,886
-23,899
-7% -$315K 0.01% 221
2017
Q4 		$4.37M Sell
321,785
-2,177
-0.7% -$31.3K 0.01% 221
2017
Q3 		$5.1M Sell
323,962
-1,547
-0.5% -$25K 0.01% 207
2017
Q2 		$5.6M Hold
325,509
– – 0.01% 194
2017
Q1 		$4.96M Buy
325,509
+10,745
+3% +$158K 0.01% 210
2016
Q4 		$4.14M Buy
314,764
+243,730
+343% +$3.12M 0.01% 226
2016
Q3 		$804K Buy
+71,034
New +$853K ﹤0.01% 305

Other funds holding NXGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 $3.37T AUM 44.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's NXGN Position: Q1 2021 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2021, closing a stake of 2,950 shares — an estimated $54K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in NXGN in Q3 2016 and held it in 17 quarters. The position peaked at $5.79M in Q2 2018. 165 funds tracked by Wall St. Rank hold NXGN as of Q1 2021.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 2,950 NextGen Healthcare, Inc. Common Stock shares in Q1 2021, an estimated $54K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in NextGen Healthcare, Inc. Common Stock in Q3 2016 and held it in 17 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's NextGen Healthcare, Inc. Common Stock position peaked at $5.79M in Q2 2018.
  • 165 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2021.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2021, filed 13 May 2021.