Shell Asset Management’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Shell Asset Management’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 Q2	–	Sell	-3,696	Closed	-$67K	–	1567
2021 Q1	$67K	Hold	3,696	–	–	﹤0.01%	1351
2020 Q4	$67K	Hold	3,696	–	–	﹤0.01%	1324
2020 Q3	$47K	Hold	3,696	–	–	﹤0.01%	1280
2020 Q2	$41K	Buy	+3,696	New	+$38.3K	﹤0.01%	1282

Other funds holding NXGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGCIA

Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Shell Asset Management's NXGN Position: Q2 2021 in Review

Shell Asset Management sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2021, closing a stake of 3,696 shares — an estimated $67K sold.

Shell Asset Management first reported a position in NXGN in Q2 2020 and held it in 4 quarters. The position peaked at $67K in Q1 2021. 164 funds tracked by Wall St. Rank hold NXGN as of Q2 2021.

Shell Asset Management reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Shell Asset Management sold 3,696 NextGen Healthcare, Inc. Common Stock shares in Q2 2021, an estimated $67K.
Shell Asset Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2020 and held it in 4 quarters.
Shell Asset Management's NextGen Healthcare, Inc. Common Stock position peaked at $67K in Q1 2021.
164 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2021.

Based on Shell Asset Management's 13F filing for Q2 2021, filed 12 Aug 2021.