EI
NEX

Ellevest Inc’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-419
Closed -$3.33K – 1807
2023
Q1 		$3.33K Buy
+419
New +$3.75K ﹤0.01% 1323
2021
Q3 		– Sell
-812
Closed -$4K – 1632
2021
Q2 		$4K Buy
+812
New +$3.57K ﹤0.01% 952
2020
Q4 		– Sell
-776
Closed -$1K – 1401
2020
Q3 		$1K Buy
+776
New +$1.88K ﹤0.01% 1089
2020
Q1 		– Sell
-195
Closed -$1K – 1354
2019
Q4 		$1K Buy
+195
New +$1.05K ﹤0.01% 915

Other funds holding NEX

CCM
Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Ellevest Inc's NEX Position: Q2 2023 in Review

Ellevest Inc sold out of NexTier Oilfield Solutions Inc. (NEX) in Q2 2023, closing a stake of 419 shares — an estimated $3.33K sold.

Ellevest Inc first reported a position in NEX in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 229 funds tracked by Wall St. Rank hold NEX as of Q2 2023.

  • Ellevest Inc reported no remaining NexTier Oilfield Solutions Inc. position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 419 NexTier Oilfield Solutions Inc. shares in Q2 2023, an estimated $3.33K.
  • Ellevest Inc first reported a position in NexTier Oilfield Solutions Inc. in Q4 2019 and held it in 4 quarters.
  • Ellevest Inc's NexTier Oilfield Solutions Inc. position peaked at $4K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.