PFC
NXGN

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

Phocas Financial Corp’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
Q1 		– Sell
-307,772
Closed -$5.78M – 332
2022
Q4 		$5.78M Sell
307,772
-39,373
-11% -$759K 0.83% 47
2022
Q3 		$6.14M Buy
347,145
+10,752
+3% +$187K 0.95% 33
2022
Q2 		$5.87M Sell
336,393
-3,773
-1% -$71.9K 0.88% 42
2022
Q1 		$7.11M Buy
+340,166
New +$6.52M 0.89% 41

Other funds holding NXGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phocas Financial Corp's NXGN Position: Q1 2023 in Review

Phocas Financial Corp sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2023, closing a stake of 307,772 shares — an estimated $5.78M sold.

Phocas Financial Corp first reported a position in NXGN in Q1 2022 and held it in 4 quarters. The position peaked at $7.11M in Q1 2022. 213 funds tracked by Wall St. Rank hold NXGN as of Q1 2023.

  • Phocas Financial Corp reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 307,772 NextGen Healthcare, Inc. Common Stock shares in Q1 2023, an estimated $5.78M.
  • Phocas Financial Corp first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • Phocas Financial Corp's NextGen Healthcare, Inc. Common Stock position peaked at $7.11M in Q1 2022.
  • 213 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.