HGWM
NXGN

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

Harvest Group 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
2020
Q1 		– Sell
-70
Closed -$1K – 1101
2019
Q4 		$1K Hold
70
– – ﹤0.01% 916
2019
Q3 		$1K Buy
+70
New +$1.16K ﹤0.01% 966

Other funds holding NXGN

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 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 $71.6B AUM 29.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Harvest Group Wealth Management's NXGN Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2020, closing a stake of 70 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in NXGN in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 168 funds tracked by Wall St. Rank hold NXGN as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 70 NextGen Healthcare, Inc. Common Stock shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's NextGen Healthcare, Inc. Common Stock position peaked at $1K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.