Next Financial Group’s Beyond Meat BYND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$229K	Buy	117 +23	+24%	+$58.7K	0.02%	841
2021 Q3	$296K	Buy	94 +20	+27%	+$73.4K	0.02%	672
2021 Q2	$349K	Sell	74 -2	-3%	-$7.98K	0.03%	604
2021 Q1	$295K	Sell	76 -13	-15%	-$57.3K	0.03%	630
2020 Q4	$333K	Buy	89 +16	+22%	+$72.4K	0.03%	525
2020 Q3	$363K	Buy	73 +16	+28%	+$65K	0.04%	439
2020 Q2	$230K	Sell	57 -9	-14%	-$32K	0.03%	487
2020 Q1	$132K	Buy	66 +7	+12%	+$20.4K	0.02%	671
2019 Q4	$133K	Buy	59 +54	+1,080%	+$150K	0.01%	848
2019 Q3	$21K	Buy	5 +4	+400%	+$19.8K	﹤0.01%	1420
2019 Q2	$3K	Buy	+1	New	+$3.35K	﹤0.01%	1992

Other funds holding BYND

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Next Financial Group increased its Beyond Meat (BYND) stake by 24% in Q4 2021, buying an estimated $58.7K and bringing the position to 117 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #841.

Next Financial Group first reported a position in BYND in Q2 2019 and has held it in 11 quarters since. The position peaked at $363K in Q3 2020. 340 funds tracked by Wall St. Rank hold BYND as of Q4 2021.

Next Financial Group held 117 shares of Beyond Meat worth $229K as of Q4 2021.
Next Financial Group bought 23 Beyond Meat shares in Q4 2021, an estimated $58.7K.
Beyond Meat made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #841 holding.
Next Financial Group first reported a position in Beyond Meat in Q2 2019 and has held it in 11 quarters since.
Next Financial Group's Beyond Meat position peaked at $363K in Q3 2020.
340 funds tracked by Wall St. Rank held Beyond Meat as of Q4 2021.

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