Next Financial Group’s Athenex, Inc. Common Stock ATNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$4K	Hold	159	–	–	﹤0.01%	2498
2021 Q3	$10K	Sell	159 -5	-3%	-$364	﹤0.01%	2043
2021 Q2	$15K	Hold	164	–	–	﹤0.01%	1863
2021 Q1	$14K	Buy	164 +123	+300%	+$23.6K	﹤0.01%	1780
2020 Q4	$9K	Hold	41	–	–	﹤0.01%	1827
2020 Q3	$10K	Buy	+41	New	+$9.85K	﹤0.01%	1649
2020 Q2	–	Sell	-41	Closed	-$6K	–	2034
2020 Q1	$6K	Buy	41 +17	+71%	+$4.28K	﹤0.01%	1677
2019 Q4	$7K	Hold	24	–	–	﹤0.01%	1895
2019 Q3	$6K	Hold	24	–	–	﹤0.01%	1883
2019 Q2	$9K	Buy	+24	New	+$6.65K	﹤0.01%	1734
2019 Q1	–	Sell	-24	Closed	-$6K	–	2195
2018 Q4	$6K	Buy	+24	New	+$6.11K	﹤0.01%	1524

Other funds holding ATNX

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Next Financial Group held its Athenex, Inc. Common Stock (ATNX) position steady in Q4 2021 at 159 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Next Financial Group first reported a position in ATNX in Q4 2018 and has held it in 11 quarters since. The position peaked at $15K in Q2 2021. 103 funds tracked by Wall St. Rank hold ATNX as of Q4 2021.

Next Financial Group held 159 shares of Athenex, Inc. Common Stock worth $4K as of Q4 2021.
Next Financial Group left its Athenex, Inc. Common Stock share count unchanged in Q4 2021.
Athenex, Inc. Common Stock made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2498 holding.
Next Financial Group first reported a position in Athenex, Inc. Common Stock in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's Athenex, Inc. Common Stock position peaked at $15K in Q2 2021.
103 funds tracked by Wall St. Rank held Athenex, Inc. Common Stock as of Q4 2021.

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