LPL Financial
NEX

LPL Financial’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

LPL Financial’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
-22,442
Closed -$201K – 4837
2023
Q2 		$201K Sell
22,442
-200
-0.9% -$1.65K ﹤0.01% 4157
2023
Q1 		$180K Sell
22,642
-2,977
-12% -$26.6K ﹤0.01% 4078
2022
Q4 		$237K Sell
25,619
-5,023
-16% -$49.1K ﹤0.01% 3852
2022
Q3 		$227K Buy
30,642
+17,100
+126% +$150K ﹤0.01% 3823
2022
Q2 		$129K Sell
13,542
-10,000
-42% -$105K ﹤0.01% 4068
2022
Q1 		$218K Sell
23,542
-1,700
-7% -$12.2K ﹤0.01% 3794
2021
Q4 		$90K Buy
25,242
+1,800
+8% +$7.54K ﹤0.01% 4157
2021
Q3 		$108K Buy
23,442
+8,290
+55% +$33.3K ﹤0.01% 4125
2021
Q2 		$72K Buy
15,152
+5,052
+50% +$22.2K ﹤0.01% 4107
2021
Q1 		$38K Buy
+10,100
New +$40.8K ﹤0.01% 4013

Other funds holding NEX

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

LPL Financial's NEX Position: Q3 2023 in Review

LPL Financial sold out of NexTier Oilfield Solutions Inc. (NEX) in Q3 2023, closing a stake of 22,442 shares — an estimated $201K sold.

LPL Financial first reported a position in NEX in Q1 2021 and held it in 10 quarters. The position peaked at $237K in Q4 2022. 1 fund tracked by Wall St. Rank holds NEX as of Q3 2023.

  • LPL Financial reported no remaining NexTier Oilfield Solutions Inc. position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 22,442 NexTier Oilfield Solutions Inc. shares in Q3 2023, an estimated $201K.
  • LPL Financial first reported a position in NexTier Oilfield Solutions Inc. in Q1 2021 and held it in 10 quarters.
  • LPL Financial's NexTier Oilfield Solutions Inc. position peaked at $237K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.