Next Financial Group’s Deutsche Bank DB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1K	Buy	+105	New	+$1.34K	﹤0.01%	2716
2021 Q3	–	Sell	-600	Closed	-$8K	–	2757
2021 Q2	$8K	Buy	600 +575	+2,300%	+$7.8K	﹤0.01%	2048
2021 Q1	$0	Buy	+25	New	+$292	﹤0.01%	2544
2017 Q1	–	Sell	-168	Closed	-$3K	–	1949
2016 Q4	$3K	Hold	168	–	–	﹤0.01%	2071
2016 Q3	$2K	Buy	+168	New	+$2.06K	﹤0.01%	2139
2016 Q2	–	Sell	-224	Closed	-$3K	–	1760
2016 Q1	$3K	Buy	224 +112	+100%	+$1.88K	﹤0.01%	1464
2015 Q4	$2K	Sell	112 -168	-60%	-$4K	﹤0.01%	1579
2015 Q3	$6K	Hold	280	–	–	﹤0.01%	1364
2015 Q2	$7K	Buy	280 +56	+25%	+$1.63K	﹤0.01%	1367
2015 Q1	$6K	Hold	224	–	–	﹤0.01%	1416
2014 Q4	$6K	Buy	224 +56	+33%	+$1.57K	﹤0.01%	1423
2014 Q3	$5K	Buy	+168	New	+$5.21K	﹤0.01%	2039

Other funds holding DB

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

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

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

CCM

Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Next Financial Group opened a new position in Deutsche Bank (DB) in Q4 2021: 105 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2716 among its holdings. This is a return to the name: Next Financial Group previously reported a position in DB as recently as Q2 2021.

Next Financial Group first reported a position in DB in Q3 2014 and has held it in 12 quarters since. The position peaked at $8K in Q2 2021. 234 funds tracked by Wall St. Rank hold DB as of Q4 2021.

Next Financial Group held 105 shares of Deutsche Bank worth $1K as of Q4 2021.
Deutsche Bank was a new Next Financial Group position in Q4 2021.
Deutsche Bank made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2716 holding.
Next Financial Group first reported a position in Deutsche Bank in Q3 2014 and has held it in 12 quarters since.
Next Financial Group's Deutsche Bank position peaked at $8K in Q2 2021.
234 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2021.

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