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Next Financial Group’s Applied Optoelectronics AAOI Stock Holding History

Next Financial Group’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-459
Closed -$5K – 2331
2019
Q3 		$5K Hold
459
– – ﹤0.01% 1891
2019
Q2 		$5K Buy
+459
New +$4.91K ﹤0.01% 1865
2019
Q1 		– Sell
-1,259
Closed -$19K – 1616
2018
Q4 		$19K Buy
1,259
+99
+9% +$2K ﹤0.01% 1103
2018
Q3 		$29K Buy
+1,160
New +$45.5K 0.01% 665

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KC
Kadensa Capital Central, Hong Kong $718M AUM 38.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's AAOI Position: Q4 2019 in Review

Next Financial Group sold out of Applied Optoelectronics (AAOI) in Q4 2019, closing a stake of 459 shares — an estimated $5K sold.

Next Financial Group first reported a position in AAOI in Q3 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2018. 118 funds tracked by Wall St. Rank hold AAOI as of Q4 2019.

  • Next Financial Group reported no remaining Applied Optoelectronics position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 459 Applied Optoelectronics shares in Q4 2019, an estimated $5K.
  • Next Financial Group first reported a position in Applied Optoelectronics in Q3 2018 and held it in 4 quarters.
  • Next Financial Group's Applied Optoelectronics position peaked at $29K in Q3 2018.
  • 118 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.