NFG
CZZ

Next Financial Group’s Cosan Limited CZZ Stock Holding History

Next Financial Group’s Portfolio CZZ Stock Details CZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-595
Closed -$11K – 2682
2020
Q4 		$11K Hold
595
– – ﹤0.01% 1772
2020
Q3 		$9K Buy
+595
New +$10.5K ﹤0.01% 1674
2020
Q2 		– Sell
-595
Closed -$7K – 2108
2020
Q1 		$7K Sell
595
-1,105
-65% -$21.1K ﹤0.01% 1640
2019
Q4 		$39K Hold
1,700
– – ﹤0.01% 1291
2019
Q3 		$25K Hold
1,700
– – ﹤0.01% 1361
2019
Q2 		$23K Buy
1,700
+1,200
+240% +$14.8K ﹤0.01% 1420
2019
Q1 		$6K Sell
500
-1,200
-71% -$13.2K ﹤0.01% 1237
2018
Q4 		$15K Buy
1,700
+1,200
+240% +$9.67K ﹤0.01% 1214
2018
Q3 		$3K Buy
+500
New +$3.69K ﹤0.01% 1284
2017
Q1 		– Sell
-500
Closed -$4K – 2400
2016
Q4 		$4K Hold
500
– – ﹤0.01% 2035
2016
Q3 		$4K Buy
+500
New +$3.37K ﹤0.01% 2027
2014
Q4 		– Sell
-500
Closed -$5K – 2460
2014
Q3 		$5K Buy
+500
New +$6.29K ﹤0.01% 2083

Other funds holding CZZ

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Next Financial Group's CZZ Position: Q1 2021 in Review

Next Financial Group sold out of Cosan Limited (CZZ) in Q1 2021, closing a stake of 595 shares — an estimated $11K sold.

Next Financial Group first reported a position in CZZ in Q3 2014 and held it in 12 quarters. The position peaked at $39K in Q4 2019. 3 funds tracked by Wall St. Rank hold CZZ as of Q1 2021.

  • Next Financial Group reported no remaining Cosan Limited position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 595 Cosan Limited shares in Q1 2021, an estimated $11K.
  • Next Financial Group first reported a position in Cosan Limited in Q3 2014 and held it in 12 quarters.
  • Next Financial Group's Cosan Limited position peaked at $39K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Cosan Limited as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.