Next Financial Group’s AIFU Inc AIFU Stock Holding History

Next Financial Group’s Portfolio AIFU Stock Details AIFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1	Closed	-$3K	–	2650
2020 Q4	$3K	Buy	+1	New	+$5.88K	﹤0.01%	2144

Other funds holding AIFU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Next Financial Group's AIFU Position: Q1 2021 in Review

Next Financial Group sold out of AIFU Inc (AIFU) in Q1 2021, closing a stake of 1 share — an estimated $3K sold.

Next Financial Group first reported a position in AIFU in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 40 funds tracked by Wall St. Rank hold AIFU as of Q1 2021.

Next Financial Group reported no remaining AIFU Inc position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 1 AIFU Inc share in Q1 2021, an estimated $3K.
Next Financial Group first reported a position in AIFU Inc in Q4 2020 and held it in 1 quarter.
Next Financial Group's AIFU Inc position peaked at $3K in Q4 2020.
40 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.