IWM
NXGN

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

IHT 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
2017
Q3 		– Sell
-400
Closed – – 1546
2017
Q2 		$0 Hold
400
– – ﹤0.01% 1479
2017
Q1 		$6K Hold
400
– – ﹤0.01% 941
2016
Q4 		$6K Buy
+400
New +$5.12K ﹤0.01% 897

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IHT Wealth Management's NXGN Position: Q3 2017 in Review

IHT Wealth Management sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q3 2017, closing a stake of 400 shares.

IHT Wealth Management first reported a position in NXGN in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q1 2017. 174 funds tracked by Wall St. Rank hold NXGN as of Q3 2017.

  • IHT Wealth Management reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 400 NextGen Healthcare, Inc. Common Stock shares in Q3 2017.
  • IHT Wealth Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's NextGen Healthcare, Inc. Common Stock position peaked at $6K in Q1 2017.
  • 174 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.