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Focused Wealth Management’s Nextpower Inc NXT Stock Holding History

Focused Wealth Management’s Portfolio NXT Stock Details NXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,000
Closed -$338K – 255
2024
Q1 		$338K Buy
+6,000
New +$319K 0.05% 112

Other funds holding NXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Focused Wealth Management's NXT Position: Q2 2024 in Review

Focused Wealth Management sold out of Nextpower Inc (NXT) in Q2 2024, closing a stake of 1,200 shares — an estimated $67.5K sold.

Focused Wealth Management first reported a position in NXT in Q1 2024 and held it in 1 quarter. The position peaked at $67.5K in Q1 2024. 445 funds tracked by Wall St. Rank hold NXT as of Q2 2024.

  • Focused Wealth Management reported no remaining Nextpower Inc position as of Q2 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,200 Nextpower Inc shares in Q2 2024, an estimated $67.5K.
  • Focused Wealth Management first reported a position in Nextpower Inc in Q1 2024 and held it in 1 quarter.
  • Focused Wealth Management's Nextpower Inc position peaked at $67.5K in Q1 2024.
  • 445 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2024.

Based on Focused Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.