Next Financial Group’s Baldwin Insurance Group BWIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-252	Closed	-$3K	–	1930
2020 Q1	$3K	Hold	252	–	–	﹤0.01%	1872
2019 Q4	$4K	Buy	+252	New	+$4.02K	﹤0.01%	2040

Other funds holding BWIN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Next Financial Group's BWIN Position: Q2 2020 in Review

Next Financial Group sold out of Baldwin Insurance Group (BWIN) in Q2 2020, closing a stake of 252 shares — an estimated $3K sold.

Next Financial Group first reported a position in BWIN in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 100 funds tracked by Wall St. Rank hold BWIN as of Q2 2020.

Next Financial Group reported no remaining Baldwin Insurance Group position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 252 Baldwin Insurance Group shares in Q2 2020, an estimated $3K.
Next Financial Group first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 2 quarters.
Next Financial Group's Baldwin Insurance Group position peaked at $4K in Q4 2019.
100 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.