Valeo Financial Advisors’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Valeo Financial Advisors’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
2019 Q4	–	Sell	-300	Closed	-$5K	–	1750
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	1216
2019 Q2	$6K	Hold	300	–	–	﹤0.01%	1178
2019 Q1	$5K	Hold	300	–	–	﹤0.01%	1205
2018 Q4	$5K	Hold	300	–	–	﹤0.01%	1105
2018 Q3	$4K	Hold	300	–	–	﹤0.01%	1304
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	1108
2018 Q1	$4K	Hold	300	–	–	﹤0.01%	1223
2017 Q4	$4K	Buy	+300	New	+$4.31K	﹤0.01%	1090

Other funds holding NXGN

BCM

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

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

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

ICOM

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

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

Valeo Financial Advisors's NXGN Position: Q4 2019 in Review

Valeo Financial Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2019, closing a stake of 300 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in NXGN in Q4 2017 and held it in 8 quarters. The position peaked at $6K in Q2 2019. 165 funds tracked by Wall St. Rank hold NXGN as of Q4 2019.

Valeo Financial Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Valeo Financial Advisors sold 300 NextGen Healthcare, Inc. Common Stock shares in Q4 2019, an estimated $5K.
Valeo Financial Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2017 and held it in 8 quarters.
Valeo Financial Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $6K in Q2 2019.
165 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.