Next Financial Group’s AeroVironment AVAV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	2582
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	2355
2021 Q2	$4K	Hold	38	–	–	﹤0.01%	2235
2021 Q1	$4K	Hold	38	–	–	﹤0.01%	2141
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	2074
2020 Q3	$2K	Buy	+38	New	+$2.82K	﹤0.01%	2006
2015 Q2	–	Sell	-100	Closed	-$2K	–	1839
2015 Q1	$2K	Hold	100	–	–	﹤0.01%	1656
2014 Q4	$3K	Sell	100 -800	-89%	-$22.9K	﹤0.01%	1622
2014 Q3	$27K	Buy	900 +700	+350%	+$22.3K	0.01%	1238
2014 Q2	$6K	Buy	+200	New	+$6.78K	﹤0.01%	869

Other funds holding AVAV

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

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

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

Next Financial Group held its AeroVironment (AVAV) position steady in Q4 2021 at 38 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Next Financial Group first reported a position in AVAV in Q2 2014 and has held it in 10 quarters since. The position peaked at $27K in Q3 2014. 232 funds tracked by Wall St. Rank hold AVAV as of Q4 2021.

Next Financial Group held 38 shares of AeroVironment worth $2K as of Q4 2021.
Next Financial Group left its AeroVironment share count unchanged in Q4 2021.
AeroVironment made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2582 holding.
Next Financial Group first reported a position in AeroVironment in Q2 2014 and has held it in 10 quarters since.
Next Financial Group's AeroVironment position peaked at $27K in Q3 2014.
232 funds tracked by Wall St. Rank held AeroVironment as of Q4 2021.

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