Next Financial Group’s Editas Medicine EDIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$106K	Buy	3,968 +2,862	+259%	+$98.5K	0.01%	1134
2021 Q3	$46K	Buy	1,106 +111	+11%	+$6.08K	﹤0.01%	1441
2021 Q2	$57K	Hold	995	–	–	﹤0.01%	1333
2021 Q1	$42K	Buy	995 +802	+416%	+$45.7K	﹤0.01%	1343
2020 Q4	$14K	Buy	193 +90	+87%	+$3.7K	﹤0.01%	1661
2020 Q3	$3K	Buy	+103	New	+$3.35K	﹤0.01%	1957
2020 Q2	–	Sell	-103	Closed	-$2K	–	919
2020 Q1	$2K	Hold	103	–	–	﹤0.01%	1913
2019 Q4	$3K	Sell	103 -93	-47%	-$2.32K	﹤0.01%	2071
2019 Q3	$4K	Hold	196	–	–	﹤0.01%	1944
2019 Q2	$5K	Buy	+196	New	+$4.68K	﹤0.01%	1875
2019 Q1	–	Sell	-196	Closed	-$4K	–	1729
2018 Q4	$4K	Buy	+196	New	+$5.33K	﹤0.01%	1590

Other funds holding EDIT

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Next Financial Group increased its Editas Medicine (EDIT) stake by 259% in Q4 2021, buying an estimated $98.5K and bringing the position to 3,968 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #1134.

Next Financial Group first reported a position in EDIT in Q4 2018 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold EDIT as of Q4 2021.

Next Financial Group held 3,968 shares of Editas Medicine worth $106K as of Q4 2021.
Next Financial Group bought 2,862 Editas Medicine shares in Q4 2021, an estimated $98.5K.
Editas Medicine made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1134 holding.
Next Financial Group first reported a position in Editas Medicine in Q4 2018 and has held it in 11 quarters since.
305 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2021.

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