Next Financial Group’s Bilibili BILI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$41K	Hold	875	–	–	﹤0.01%	1548
2021 Q3	$58K	Sell	875 -75	-8%	-$6.42K	﹤0.01%	1353
2021 Q2	$116K	Sell	950 -100	-10%	-$10.8K	0.01%	1046
2021 Q1	$112K	Sell	1,050 -325	-24%	-$39.7K	0.01%	984
2020 Q4	$118K	Hold	1,375	–	–	0.01%	891
2020 Q3	$57K	Buy	+1,375	New	+$60.8K	0.01%	1059
2020 Q2	–	Sell	-1,500	Closed	-$35K	–	737
2020 Q1	$35K	Sell	1,500 -1,500	-50%	-$36.2K	﹤0.01%	1094
2019 Q4	$56K	Hold	3,000	–	–	0.01%	1145
2019 Q3	$42K	Sell	3,000 -2,000	-40%	-$30K	﹤0.01%	1191
2019 Q2	$81K	Buy	5,000 +2,500	+100%	+$40.4K	0.01%	988
2019 Q1	$47K	Buy	+2,500	New	+$43.8K	0.01%	747

Other funds holding BILI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Next Financial Group held its Bilibili (BILI) position steady in Q4 2021 at 875 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Next Financial Group first reported a position in BILI in Q1 2019 and has held it in 11 quarters since. The position peaked at $118K in Q4 2020. 259 funds tracked by Wall St. Rank hold BILI as of Q4 2021.

Next Financial Group held 875 shares of Bilibili worth $41K as of Q4 2021.
Next Financial Group left its Bilibili share count unchanged in Q4 2021.
Bilibili made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1548 holding.
Next Financial Group first reported a position in Bilibili in Q1 2019 and has held it in 11 quarters since.
Next Financial Group's Bilibili position peaked at $118K in Q4 2020.
259 funds tracked by Wall St. Rank held Bilibili as of Q4 2021.

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