Financial Gravity Asset Management’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Financial Gravity Asset 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
2019 Q4	$0	Sell	1 -65	-98%	-$1.07K	﹤0.01%	1755
2019 Q3	$1K	Sell	66 -488	-88%	-$8.12K	﹤0.01%	1142
2019 Q2	$11K	Buy	554 +513	+1,251%	+$9.58K	0.01%	586
2019 Q1	$1K	Buy	+41	New	+$711	﹤0.01%	1239
2018 Q3	$1K	Sell	54 -26	-33%	-$551	﹤0.01%	1294
2018 Q2	$2K	Sell	80 -2,312	-97%	-$36.5K	﹤0.01%	1056
2018 Q1	$33K	Buy	+2,392	New	+$31.5K	0.03%	444

Other funds holding NXGN

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's NXGN Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its NextGen Healthcare, Inc. Common Stock (NXGN) stake by 98% in Q4 2019, selling an estimated $1.07K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Financial Gravity Asset Management first reported a position in NXGN in Q1 2018 and has held it in 7 quarters since. The position peaked at $33K in Q1 2018. 165 funds tracked by Wall St. Rank hold NXGN as of Q4 2019.

Financial Gravity Asset Management held 1 share of NextGen Healthcare, Inc. Common Stock worth $0 as of Q4 2019.
Financial Gravity Asset Management sold 65 NextGen Healthcare, Inc. Common Stock shares in Q4 2019, an estimated $1.07K.
NextGen Healthcare, Inc. Common Stock made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1755 holding.
Financial Gravity Asset Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's NextGen Healthcare, Inc. Common Stock position peaked at $33K in Q1 2018.
165 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.