NFSG
FFSG

Newbridge Financial Services Group’s FormulaFolios Smart Growth ETF FFSG Stock Holding History

Newbridge Financial Services Group’s Portfolio FFSG Stock Details FFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-98
Closed -$3K – 1167
2020
Q3 		$3K Buy
+98
New +$2.62K ﹤0.01% 893

Other funds holding FFSG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Newbridge Financial Services Group's FFSG Position: Q4 2020 in Review

Newbridge Financial Services Group sold out of FormulaFolios Smart Growth ETF (FFSG) in Q4 2020, closing a stake of 98 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in FFSG in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 5 funds tracked by Wall St. Rank hold FFSG as of Q4 2020.

  • Newbridge Financial Services Group reported no remaining FormulaFolios Smart Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Newbridge Financial Services Group sold 98 FormulaFolios Smart Growth ETF shares in Q4 2020, an estimated $3K.
  • Newbridge Financial Services Group first reported a position in FormulaFolios Smart Growth ETF in Q3 2020 and held it in 1 quarter.
  • Newbridge Financial Services Group's FormulaFolios Smart Growth ETF position peaked at $3K in Q3 2020.
  • 5 funds tracked by Wall St. Rank held FormulaFolios Smart Growth ETF as of Q4 2020.

Based on Newbridge Financial Services Group's 13F filing for Q4 2020, filed 7 Sep 2021.