Next Financial Group’s Avis CAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$33K	Sell	160 -458	-74%	-$102K	﹤0.01%	1669
2021 Q3	$72K	Sell	618 -366	-37%	-$32.3K	0.01%	1255
2021 Q2	$77K	Buy	984 +10	+1%	+$829	0.01%	1223
2021 Q1	$71K	Sell	974 -253	-21%	-$13.1K	0.01%	1147
2020 Q4	$46K	Hold	1,227	–	–	﹤0.01%	1218
2020 Q3	$32K	Buy	+1,227	New	+$37K	﹤0.01%	1237
2020 Q1	–	Sell	-1,295	Closed	-$42K	–	2145
2019 Q4	$42K	Buy	1,295 +611	+89%	+$18.3K	﹤0.01%	1251
2019 Q3	$19K	Buy	+684	New	+$21K	﹤0.01%	1458
2017 Q4	–	Sell	-7	Closed	–	–	414
2017 Q3	$0	Hold	7	–	–	﹤0.01%	1760
2017 Q2	$0	Buy	+7	New	+$180	﹤0.01%	1906
2017 Q1	–	Sell	-7	Closed	–	–	1918
2016 Q4	$0	Buy	+7	New	+$253	﹤0.01%	2386

Other funds holding CAR

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Next Financial Group reduced its Avis (CAR) stake by 74% in Q4 2021, selling an estimated $102K and leaving 160 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Next Financial Group first reported a position in CAR in Q4 2016 and has held it in 11 quarters since. The position peaked at $77K in Q2 2021. 298 funds tracked by Wall St. Rank hold CAR as of Q4 2021.

Next Financial Group held 160 shares of Avis worth $33K as of Q4 2021.
Next Financial Group sold 458 Avis shares in Q4 2021, an estimated $102K.
Avis made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1669 holding.
Next Financial Group first reported a position in Avis in Q4 2016 and has held it in 11 quarters since.
Next Financial Group's Avis position peaked at $77K in Q2 2021.
298 funds tracked by Wall St. Rank held Avis as of Q4 2021.

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