Mackenzie Financial
NXGN

Mackenzie Financial’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Mackenzie Financial’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
2023
Q3 		– Sell
-47,752
Closed -$775K – 1618
2023
Q2 		$775K Buy
47,752
+7,205
+18% +$119K ﹤0.01% 911
2023
Q1 		$706K Buy
40,547
+29,811
+278% +$536K ﹤0.01% 930
2022
Q4 		$202K Buy
+10,736
New +$207K ﹤0.01% 1248
2021
Q2 		– Sell
-24,094
Closed -$436K – 1297
2021
Q1 		$436K Sell
24,094
-2,830
-11% -$55.8K ﹤0.01% 958
2020
Q4 		$491K Buy
+26,924
New +$427K ﹤0.01% 838
2016
Q1 		– Sell
-13,100
Closed -$211K – 893
2015
Q4 		$211K Buy
13,100
+400
+3% +$5.84K ﹤0.01% 782
2015
Q3 		$158K Buy
+12,700
New +$174K ﹤0.01% 782

Other funds holding NXGN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Mackenzie Financial's NXGN Position: Q3 2023 in Review

Mackenzie Financial sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q3 2023, closing a stake of 47,752 shares — an estimated $775K sold.

Mackenzie Financial first reported a position in NXGN in Q3 2015 and held it in 7 quarters. The position peaked at $775K in Q2 2023. 214 funds tracked by Wall St. Rank hold NXGN as of Q3 2023.

  • Mackenzie Financial reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Mackenzie Financial sold 47,752 NextGen Healthcare, Inc. Common Stock shares in Q3 2023, an estimated $775K.
  • Mackenzie Financial first reported a position in NextGen Healthcare, Inc. Common Stock in Q3 2015 and held it in 7 quarters.
  • Mackenzie Financial's NextGen Healthcare, Inc. Common Stock position peaked at $775K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q3 2023.

Based on Mackenzie Financial's 13F filing for Q3 2023, filed 25 Oct 2023.