COCM
NXGN

Charter Oak Capital Management’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Charter Oak Capital 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
2021
Q2 		– Sell
-30
Closed -$1K – 898
2021
Q1 		$1K Buy
+30
New +$592 ﹤0.01% 773

Other funds holding NXGN

BlackRock
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Charter Oak Capital Management's NXGN Position: Q2 2021 in Review

Charter Oak Capital Management sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in NXGN in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 164 funds tracked by Wall St. Rank hold NXGN as of Q2 2021.

  • Charter Oak Capital Management reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 30 NextGen Healthcare, Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • Charter Oak Capital Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's NextGen Healthcare, Inc. Common Stock position peaked at $1K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2021.

Based on Charter Oak Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.