NFG
AD

Next Financial Group’s Array Digital Infrastructure AD Stock Holding History

Next Financial Group’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,250
Closed -$40K – 2985
2021
Q3 		$40K Sell
1,250
-750
-38% -$25K ﹤0.01% 1514
2021
Q2 		$73K Hold
2,000
– – 0.01% 1245
2021
Q1 		$73K Buy
+2,000
New +$66K 0.01% 1139

Other funds holding AD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's AD Position: Q4 2021 in Review

Next Financial Group sold out of Array Digital Infrastructure (AD) in Q4 2021, closing a stake of 1,250 shares — an estimated $40K sold.

Next Financial Group first reported a position in AD in Q1 2021 and held it in 3 quarters. The position peaked at $73K in Q2 2021. 128 funds tracked by Wall St. Rank hold AD as of Q4 2021.

  • Next Financial Group reported no remaining Array Digital Infrastructure position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 1,250 Array Digital Infrastructure shares in Q4 2021, an estimated $40K.
  • Next Financial Group first reported a position in Array Digital Infrastructure in Q1 2021 and held it in 3 quarters.
  • Next Financial Group's Array Digital Infrastructure position peaked at $73K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.