Dakota Wealth Management’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

Dakota Wealth Management’s Portfolio NEX Stock Details NEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-18,275	Closed	-$163K	–	710
2023 Q2	$163K	Sell	18,275 -239	-1%	-$1.97K	0.01%	601
2023 Q1	$147K	Buy	18,514 +1,808	+11%	+$16.2K	0.01%	588
2022 Q4	$154K	Buy	+16,706	New	+$163K	0.01%	564

Other funds holding NEX

HNB

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

Dakota Wealth Management's NEX Position: Q3 2023 in Review

Dakota Wealth Management sold out of NexTier Oilfield Solutions Inc. (NEX) in Q3 2023, closing a stake of 18,275 shares — an estimated $163K sold.

Dakota Wealth Management first reported a position in NEX in Q4 2022 and held it in 3 quarters. The position peaked at $163K in Q2 2023. 1 fund tracked by Wall St. Rank holds NEX as of Q3 2023.

Dakota Wealth Management reported no remaining NexTier Oilfield Solutions Inc. position as of Q3 2023 after selling out during the quarter.
Dakota Wealth Management sold 18,275 NexTier Oilfield Solutions Inc. shares in Q3 2023, an estimated $163K.
Dakota Wealth Management first reported a position in NexTier Oilfield Solutions Inc. in Q4 2022 and held it in 3 quarters.
Dakota Wealth Management's NexTier Oilfield Solutions Inc. position peaked at $163K in Q2 2023.
1 fund tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q3 2023.

Based on Dakota Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.