HighTower Advisors’s FG Nexus Inc FGNX Stock Holding History

HighTower Advisors’s Portfolio FGNX Stock Details FGNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-396	Closed	-$52K	–	3895
2024 Q3	$52K	Hold	396	–	–	﹤0.01%	3410
2024 Q2	$47K	Hold	396	–	–	﹤0.01%	3318
2024 Q1	$68K	Buy	+396	New	+$68.2K	﹤0.01%	3216
2021 Q4	–	Sell	-535	Closed	-$326K	–	3352
2021 Q3	$326K	Hold	535	–	–	﹤0.01%	2360
2021 Q2	$628K	Sell	535 -360	-40%	-$338K	﹤0.01%	1920
2021 Q1	$520K	Buy	+895	New	+$489K	﹤0.01%	1946

Other funds holding FGNX

EAM

Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's FGNX Position: Q4 2024 in Review

HighTower Advisors sold out of FG Nexus Inc (FGNX) in Q4 2024, closing a stake of 396 shares — an estimated $52K sold.

HighTower Advisors first reported a position in FGNX in Q1 2021 and held it in 6 quarters. The position peaked at $628K in Q2 2021. 10 funds tracked by Wall St. Rank hold FGNX as of Q4 2024.

HighTower Advisors reported no remaining FG Nexus Inc position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 396 FG Nexus Inc shares in Q4 2024, an estimated $52K.
HighTower Advisors first reported a position in FG Nexus Inc in Q1 2021 and held it in 6 quarters.
HighTower Advisors's FG Nexus Inc position peaked at $628K in Q2 2021.
10 funds tracked by Wall St. Rank held FG Nexus Inc as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.