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Next Financial Group’s Delek US DK Stock Holding History

Next Financial Group’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$0 Hold
10
– – ﹤0.01% 2881
2021
Q3 		$0 Hold
10
– – ﹤0.01% 2759
2021
Q2 		$0 Buy
+10
New +$226 ﹤0.01% 2637
2020
Q1 		– Sell
-104
Closed -$3K – 2179
2019
Q4 		$3K Hold
104
– – ﹤0.01% 2070
2019
Q3 		$4K Hold
104
– – ﹤0.01% 1942
2019
Q2 		$4K Hold
104
– – ﹤0.01% 1933
2019
Q1 		$4K Buy
+104
New +$3.54K ﹤0.01% 1294

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Next Financial Group held its Delek US (DK) position steady in Q4 2021 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Next Financial Group first reported a position in DK in Q1 2019 and has held it in 7 quarters since. The position peaked at $4K in Q3 2019. 182 funds tracked by Wall St. Rank hold DK as of Q4 2021.

  • Next Financial Group held 10 shares of Delek US worth $0 as of Q4 2021.
  • Next Financial Group left its Delek US share count unchanged in Q4 2021.
  • Delek US made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2881 holding.
  • Next Financial Group first reported a position in Delek US in Q1 2019 and has held it in 7 quarters since.
  • Next Financial Group's Delek US position peaked at $4K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held Delek US as of Q4 2021.

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