Itau Unibanco Holding S.A.’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Itau Unibanco Holding S.A.’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 Q2	–	Sell	-3,432	Closed	-$36K	–	460
2020 Q1	$36K	Buy	+3,432	New	+$44.3K	﹤0.01%	353
2017 Q1	–	Sell	-260	Closed	-$3K	–	815
2016 Q4	$3K	Buy	+260	New	+$3.33K	﹤0.01%	426

Other funds holding NXGN

BCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Itau Unibanco Holding S.A.'s NXGN Position: Q2 2020 in Review

Itau Unibanco Holding S.A. sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2020, closing a stake of 3,432 shares — an estimated $36K sold.

Itau Unibanco Holding S.A. first reported a position in NXGN in Q4 2016 and held it in 2 quarters. The position peaked at $36K in Q1 2020. 166 funds tracked by Wall St. Rank hold NXGN as of Q2 2020.

Itau Unibanco Holding S.A. reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 3,432 NextGen Healthcare, Inc. Common Stock shares in Q2 2020, an estimated $36K.
Itau Unibanco Holding S.A. first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2016 and held it in 2 quarters.
Itau Unibanco Holding S.A.'s NextGen Healthcare, Inc. Common Stock position peaked at $36K in Q1 2020.
166 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2020, filed 14 Aug 2020.