NFG
AMAL icon

Next Financial Group’s Amalgamated Financial AMAL Stock Holding History

Next Financial Group’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-400
Closed -$6K – 2514
2020
Q4 		$6K Hold
400
– – ﹤0.01% 1914
2020
Q3 		$4K Buy
+400
New +$4.67K ﹤0.01% 1886
2020
Q2 		– Sell
-654
Closed -$7K – 641
2020
Q1 		$7K Buy
654
+96
+17% +$1.54K ﹤0.01% 1607
2019
Q4 		$11K Hold
558
– – ﹤0.01% 1730
2019
Q3 		$9K Buy
558
+158
+40% +$2.58K ﹤0.01% 1726
2019
Q2 		$7K Buy
+400
New +$6.7K ﹤0.01% 1779

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

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

Next Financial Group sold out of Amalgamated Financial (AMAL) in Q1 2021, closing a stake of 400 shares — an estimated $6K sold.

Next Financial Group first reported a position in AMAL in Q2 2019 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 86 funds tracked by Wall St. Rank hold AMAL as of Q1 2021.

  • Next Financial Group reported no remaining Amalgamated Financial position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 400 Amalgamated Financial shares in Q1 2021, an estimated $6K.
  • Next Financial Group first reported a position in Amalgamated Financial in Q2 2019 and held it in 6 quarters.
  • Next Financial Group's Amalgamated Financial position peaked at $11K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2021.

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