Steward Partners Investment Advisory’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-1	Closed	–	–	2748
2019 Q4	$0	Sell	1 -1	-50%	-$17	﹤0.01%	2782
2019 Q3	$0	Hold	2	–	–	﹤0.01%	2803
2019 Q2	$0	Buy	+2	New	+$37	﹤0.01%	2708
2017 Q4	–	Sell	-130	Closed	-$2K	–	1968
2017 Q3	$2K	Hold	130	–	–	﹤0.01%	1543
2017 Q2	$2K	Hold	130	–	–	﹤0.01%	1462
2017 Q1	$1K	Hold	130	–	–	﹤0.01%	1458
2016 Q4	$1K	Buy	+130	New	+$1.67K	﹤0.01%	844

Other funds holding NXGN

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Steward Partners Investment Advisory's NXGN Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2020, closing a stake of 1 share.

Steward Partners Investment Advisory first reported a position in NXGN in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q3 2017. 168 funds tracked by Wall St. Rank hold NXGN as of Q1 2020.

Steward Partners Investment Advisory reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 1 NextGen Healthcare, Inc. Common Stock share in Q1 2020.
Steward Partners Investment Advisory first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2016 and held it in 7 quarters.
Steward Partners Investment Advisory's NextGen Healthcare, Inc. Common Stock position peaked at $2K in Q3 2017.
168 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.