PWPS
NXGN

Pinnacle Wealth Planning Services’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-2,116
Closed -$39K – 2113
2020
Q4 		$39K Buy
+2,116
New +$33.6K 0.01% 908

Other funds holding NXGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Pinnacle Wealth Planning Services's NXGN Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2021, closing a stake of 2,116 shares — an estimated $39K sold.

Pinnacle Wealth Planning Services first reported a position in NXGN in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 165 funds tracked by Wall St. Rank hold NXGN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,116 NextGen Healthcare, Inc. Common Stock shares in Q1 2021, an estimated $39K.
  • Pinnacle Wealth Planning Services first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's NextGen Healthcare, Inc. Common Stock position peaked at $39K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.