Wealthspire Advisors (Maryland)’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-138	Closed	-$2K	–	2211
2019 Q1	$2K	Hold	138	–	–	﹤0.01%	2234
2018 Q4	$2K	Hold	138	–	–	﹤0.01%	2160
2018 Q3	$3K	Hold	138	–	–	﹤0.01%	2093
2018 Q2	$3K	Buy	138 +17	+14%	+$269	﹤0.01%	2076
2018 Q1	$2K	Sell	121 -17	-12%	-$224	﹤0.01%	2240
2017 Q4	$2K	Buy	+138	New	+$1.98K	﹤0.01%	2194

Other funds holding NXGN

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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

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

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

ICOM

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

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

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NXGN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q2 2019, closing a stake of 138 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in NXGN in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 174 funds tracked by Wall St. Rank hold NXGN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 138 NextGen Healthcare, Inc. Common Stock shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s NextGen Healthcare, Inc. Common Stock position peaked at $3K in Q3 2018.
174 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.