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Next Financial Group’s Atea Pharmaceuticals AVIR Stock Holding History

Next Financial Group’s Portfolio AVIR Stock Details AVIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$12K Sell
1,374
-3,857
-74% -$60.1K ﹤0.01% 2100
2021
Q3 		$183K Buy
+5,231
New +$145K 0.01% 877

Other funds holding AVIR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Next Financial Group reduced its Atea Pharmaceuticals (AVIR) stake by 74% in Q4 2021, selling an estimated $60.1K and leaving 1,374 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Next Financial Group first reported a position in AVIR in Q3 2021 and has held it in 2 quarters since. The position peaked at $183K in Q3 2021. 143 funds tracked by Wall St. Rank hold AVIR as of Q4 2021.

  • Next Financial Group held 1,374 shares of Atea Pharmaceuticals worth $12K as of Q4 2021.
  • Next Financial Group sold 3,857 Atea Pharmaceuticals shares in Q4 2021, an estimated $60.1K.
  • Atea Pharmaceuticals made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2100 holding.
  • Next Financial Group first reported a position in Atea Pharmaceuticals in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's Atea Pharmaceuticals position peaked at $183K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q4 2021.

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