NFG
AGTC

Next Financial Group’s Applied Genetic Technologies Corporation AGTC Stock Holding History

Next Financial Group’s Portfolio AGTC Stock Details AGTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-450
Closed -$2K – 2486
2019
Q4 		$2K Hold
450
– – ﹤0.01% 2233
2019
Q3 		$2K Hold
450
– – ﹤0.01% 2173
2019
Q2 		$2K Hold
450
– – ﹤0.01% 2170
2019
Q1 		$2K Hold
450
– – ﹤0.01% 1509
2018
Q4 		$1K Hold
450
– – ﹤0.01% 1914
2018
Q3 		$3K Buy
+450
New +$1.97K ﹤0.01% 1280
2017
Q4 		– Sell
-450
Closed -$2K – 1530
2017
Q3 		$2K Hold
450
– – ﹤0.01% 1639
2017
Q2 		$2K Sell
450
-200
-31% -$1.12K ﹤0.01% 1777
2017
Q1 		$4K Buy
+650
New +$5.08K ﹤0.01% 1589

Other funds holding AGTC

IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Next Financial Group's AGTC Position: Q1 2020 in Review

Next Financial Group sold out of Applied Genetic Technologies Corporation (AGTC) in Q1 2020, closing a stake of 450 shares — an estimated $2K sold.

Next Financial Group first reported a position in AGTC in Q1 2017 and held it in 9 quarters. The position peaked at $4K in Q1 2017. 59 funds tracked by Wall St. Rank hold AGTC as of Q1 2020.

  • Next Financial Group reported no remaining Applied Genetic Technologies Corporation position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 450 Applied Genetic Technologies Corporation shares in Q1 2020, an estimated $2K.
  • Next Financial Group first reported a position in Applied Genetic Technologies Corporation in Q1 2017 and held it in 9 quarters.
  • Next Financial Group's Applied Genetic Technologies Corporation position peaked at $4K in Q1 2017.
  • 59 funds tracked by Wall St. Rank held Applied Genetic Technologies Corporation as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.