NFG
AUD

Next Financial Group’s Audacy, Inc. AUD Stock Holding History

Next Financial Group’s Portfolio AUD Stock Details AUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$2.04K – 2442
2020
Q3 		$2K Buy
+1,000
New +$1.5K ﹤0.01% 2066
2020
Q2 		– Sell
-1,000
Closed -$2K – 2026
2020
Q1 		$2K Hold
1,000
– – ﹤0.01% 1967
2019
Q4 		$5K Hold
1,000
– – ﹤0.01% 1984
2019
Q3 		$3K Hold
1,000
– – ﹤0.01% 2059
2019
Q2 		$6K Buy
+1,000
New +$6.14K ﹤0.01% 1856
2019
Q1 		– Sell
-1,000
Closed -$6K – 2188
2018
Q4 		$6K Buy
+1,000
New +$6.66K ﹤0.01% 1523
2017
Q4 		– Sell
-1,000
Closed -$12K – 1521
2017
Q3 		$12K Buy
+1,000
New +$10.2K ﹤0.01% 1156
2017
Q2 		– Sell
-120
Closed -$2K – 2003
2017
Q1 		$2K Buy
+120
New +$1.78K ﹤0.01% 1743

Other funds holding AUD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPCM
Hein Park Capital Management New York $61.3M AUM 14.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return