Principal Financial Group
NXGN

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

Principal Financial Group’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
Q4 		– Sell
-303,558
Closed -$7.2M – 2476
2023
Q3 		$7.2M Sell
303,558
-8,730
-3% -$164K 0.01% 1386
2023
Q2 		$5.07M Sell
312,288
-16,068
-5% -$266K ﹤0.01% 1520
2023
Q1 		$5.72M Sell
328,356
-14,324
-4% -$257K ﹤0.01% 1488
2022
Q4 		$6.44M Sell
342,680
-16,488
-5% -$318K ﹤0.01% 1449
2022
Q3 		$6.36M Sell
359,168
-40,233
-10% -$698K 0.01% 1409
2022
Q2 		$6.97M Sell
399,401
-6,504
-2% -$124K 0.01% 1432
2022
Q1 		$8.49M Sell
405,905
-29,392
-7% -$563K 0.01% 1466
2021
Q4 		$7.74M Sell
435,297
-7,511
-2% -$121K ﹤0.01% 1518
2021
Q3 		$6.24M Buy
442,808
+159
+0% +$2.47K ﹤0.01% 1597
2021
Q2 		$7.34M Buy
442,649
+60,420
+16% +$1.08M ﹤0.01% 1567
2021
Q1 		$6.92M Buy
382,229
+1,196
+0.3% +$23.6K ﹤0.01% 1548
2020
Q4 		$6.95M Sell
381,033
-16,282
-4% -$258K 0.01% 1431
2020
Q3 		$5.06M Buy
397,315
+30,441
+8% +$389K ﹤0.01% 1434
2020
Q2 		$4.03M Sell
366,874
-1,992
-0.5% -$20.6K ﹤0.01% 1514
2020
Q1 		$3.85M Sell
368,866
-15,194
-4% -$196K ﹤0.01% 1391
2019
Q4 		$6.17M Buy
384,060
+764
+0.2% +$12.6K 0.01% 1466
2019
Q3 		$6.01M Sell
383,296
-2,193
-0.6% -$36.5K 0.01% 1442
2019
Q2 		$7.67M Sell
385,489
-750
-0.2% -$14K 0.01% 1359
2019
Q1 		$6.5M Sell
386,239
-3,961
-1% -$68.7K 0.01% 1451
2018
Q4 		$5.91M Sell
390,200
-8,132
-2% -$140K 0.01% 1439
2018
Q3 		$8M Buy
398,332
+17,190
+5% +$364K 0.01% 1435
2018
Q2 		$7.43M Buy
381,142
+18,777
+5% +$297K 0.01% 1454
2018
Q1 		$4.95M Sell
362,365
-1,771
-0.5% -$23.3K ﹤0.01% 1562
2017
Q4 		$4.95M Buy
364,136
+9,218
+3% +$132K ﹤0.01% 1568
2017
Q3 		$5.58M Sell
354,918
-15,495
-4% -$250K 0.01% 1525
2017
Q2 		$6.38M Buy
370,413
+16,636
+5% +$253K 0.01% 1458
2017
Q1 		$5.39M Buy
353,777
+5,197
+1% +$76.5K 0.01% 1502
2016
Q4 		$4.58M Buy
348,580
+17,820
+5% +$228K 0.01% 1544
2016
Q3 		$3.74M Buy
330,760
+16,035
+5% +$193K ﹤0.01% 1556
2016
Q2 		$3.75M Buy
314,725
+8,853
+3% +$119K 0.01% 1522
2016
Q1 		$4.66M Buy
305,872
+11,958
+4% +$181K 0.01% 1403
2015
Q4 		$4.74M Buy
293,914
+15,378
+6% +$224K 0.01% 1395
2015
Q3 		$3.48M Buy
278,536
+10,378
+4% +$142K 0.01% 1494
2015
Q2 		$4.44M Sell
268,158
-4,530
-2% -$73K 0.01% 1455
2015
Q1 		$4.36M Buy
272,688
+6,187
+2% +$102K 0.01% 1438
2014
Q4 		$4.16M Sell
266,501
-8,376
-3% -$122K 0.01% 1471
2014
Q3 		$3.79M Sell
274,877
-3,145
-1% -$47.7K 0.01% 1477
2014
Q2 		$4.46M Sell
278,022
-1,313
-0.5% -$20.8K 0.01% 1438
2014
Q1 		$4.71M Buy
279,335
+10,185
+4% +$185K 0.01% 1394
2013
Q4 		$5.67M Buy
269,150
+18,141
+7% +$409K 0.01% 1277
2013
Q3 		$5.46M Buy
251,009
+26,515
+12% +$566K 0.01% 1217
2013
Q2 		$4.2M Buy
+224,494
New +$4.09M 0.01% 1317

Other funds holding NXGN

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Principal Financial Group's NXGN Position: Q4 2023 in Review

Principal Financial Group sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 303,558 shares — an estimated $7.2M sold.

Principal Financial Group first reported a position in NXGN in Q2 2013 and held it in 42 quarters. The position peaked at $8.49M in Q1 2022. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

  • Principal Financial Group reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 303,558 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $7.2M.
  • Principal Financial Group first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Principal Financial Group's NextGen Healthcare, Inc. Common Stock position peaked at $8.49M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.