NFG
BAND

Next Financial Group’s Bandwidth Inc BAND Stock Holding History

Next Financial Group’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$2K Hold
25
– – ﹤0.01% 2584
2021
Q3 		$2K Sell
25
-4,578
-99% -$529K ﹤0.01% 2446
2021
Q2 		$635K Buy
4,603
+631
+16% +$79.2K 0.05% 376
2021
Q1 		$503K Buy
3,972
+103
+3% +$16K 0.04% 415
2020
Q4 		$595K Sell
3,869
-111
-3% -$18.3K 0.06% 331
2020
Q3 		$695K Buy
+3,980
New +$589K 0.07% 257
2020
Q2 		– Sell
-100
Closed -$7K – 701
2020
Q1 		$7K Buy
+100
New +$6.82K ﹤0.01% 1613

Other funds holding BAND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
APC
Alta Park Capital San Francisco, California $642M AUM 140.04% 1-Year Est. Return

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

Next Financial Group held its Bandwidth Inc (BAND) position steady in Q4 2021 at 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Next Financial Group first reported a position in BAND in Q1 2020 and has held it in 7 quarters since. The position peaked at $695K in Q3 2020. 194 funds tracked by Wall St. Rank hold BAND as of Q4 2021.

  • Next Financial Group held 25 shares of Bandwidth Inc worth $2K as of Q4 2021.
  • Next Financial Group left its Bandwidth Inc share count unchanged in Q4 2021.
  • Bandwidth Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2584 holding.
  • Next Financial Group first reported a position in Bandwidth Inc in Q1 2020 and has held it in 7 quarters since.
  • Next Financial Group's Bandwidth Inc position peaked at $695K in Q3 2020.
  • 194 funds tracked by Wall St. Rank held Bandwidth Inc as of Q4 2021.

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