First Trust Direct Indexing’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,457
Closed -$93.5K 745
2023
Q2
$93.5K Buy
+10,457
New +$86.2K 0.01% 693

Other funds holding NEX

First Trust Direct Indexing's NEX Position: Q3 2023 in Review

First Trust Direct Indexing sold out of NexTier Oilfield Solutions Inc. (NEX) in Q3 2023, closing a stake of 10,457 shares — an estimated $93.5K sold.

First Trust Direct Indexing first reported a position in NEX in Q2 2023 and held it in 1 quarter. The position peaked at $93.5K in Q2 2023. 1 fund tracked by Wall St. Rank holds NEX as of Q3 2023.

  • First Trust Direct Indexing reported no remaining NexTier Oilfield Solutions Inc. position as of Q3 2023 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,457 NexTier Oilfield Solutions Inc. shares in Q3 2023, an estimated $93.5K.
  • First Trust Direct Indexing first reported a position in NexTier Oilfield Solutions Inc. in Q2 2023 and held it in 1 quarter.
  • First Trust Direct Indexing's NexTier Oilfield Solutions Inc. position peaked at $93.5K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q3 2023.

Based on First Trust Direct Indexing's 13F filing for Q3 2023, filed 30 Oct 2023.