Next Financial Group’s Arlo Technologies ARLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3K	Hold	259	–	–	﹤0.01%	2504
2021 Q3	$2K	Hold	259	–	–	﹤0.01%	2441
2021 Q2	$2K	Hold	259	–	–	﹤0.01%	2376
2021 Q1	$2K	Sell	259 -681	-72%	-$5.33K	﹤0.01%	2284
2020 Q4	$7K	Hold	940	–	–	﹤0.01%	1869
2020 Q3	$5K	Buy	+940	New	+$4.52K	﹤0.01%	1818
2020 Q2	–	Sell	-940	Closed	-$2K	–	669
2020 Q1	$2K	Hold	940	–	–	﹤0.01%	1897
2019 Q4	$4K	Hold	940	–	–	﹤0.01%	2000
2019 Q3	$3K	Hold	940	–	–	﹤0.01%	1989
2019 Q2	$4K	Buy	940 +166	+21%	+$652	﹤0.01%	1927
2019 Q1	$3K	Buy	+774	New	+$4.29K	﹤0.01%	1350

Other funds holding ARLO

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Next Financial Group held its Arlo Technologies (ARLO) position steady in Q4 2021 at 259 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Next Financial Group first reported a position in ARLO in Q1 2019 and has held it in 11 quarters since. The position peaked at $7K in Q4 2020. 163 funds tracked by Wall St. Rank hold ARLO as of Q4 2021.

Next Financial Group held 259 shares of Arlo Technologies worth $3K as of Q4 2021.
Next Financial Group left its Arlo Technologies share count unchanged in Q4 2021.
Arlo Technologies made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2504 holding.
Next Financial Group first reported a position in Arlo Technologies in Q1 2019 and has held it in 11 quarters since.
Next Financial Group's Arlo Technologies position peaked at $7K in Q4 2020.
163 funds tracked by Wall St. Rank held Arlo Technologies as of Q4 2021.

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