OPS
NXGN

Orion Portfolio Solutions’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-23
Closed – – 2192
2020
Q2 		$0 Hold
23
– – ﹤0.01% 2522
2020
Q1 		$0 Buy
+23
New +$297 ﹤0.01% 2394

Other funds holding NXGN

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's NXGN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q3 2020, closing a stake of 23 shares.

Orion Portfolio Solutions first reported a position in NXGN in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 160 funds tracked by Wall St. Rank hold NXGN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 23 NextGen Healthcare, Inc. Common Stock shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's NextGen Healthcare, Inc. Common Stock position peaked at $0 in Q2 2020.
  • 160 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.