Next Financial Group’s FTI Consulting FCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$38K	Sell	249 -347	-58%	-$50.6K	﹤0.01%	1595
2021 Q3	$80K	Buy	596 +14	+2%	+$1.94K	0.01%	1214
2021 Q2	$80K	Buy	582 +51	+10%	+$7.18K	0.01%	1214
2021 Q1	$74K	Sell	531 -5	-0.9%	-$592	0.01%	1128
2020 Q4	$60K	Sell	536 -18	-3%	-$1.94K	0.01%	1141
2020 Q3	$59K	Buy	+554	New	+$63K	0.01%	1049
2020 Q2	–	Sell	-13	Closed	-$2K	–	1011
2020 Q1	$2K	Sell	13 -436	-97%	-$51.3K	﹤0.01%	1918
2019 Q4	$50K	Sell	449 -24	-5%	-$2.62K	0.01%	1186
2019 Q3	$50K	Sell	473 -677	-59%	-$69.1K	0.01%	1146
2019 Q2	$96K	Buy	+1,150	New	+$94.5K	0.01%	918

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Next Financial Group reduced its FTI Consulting (FCN) stake by 58% in Q4 2021, selling an estimated $50.6K and leaving 249 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Next Financial Group first reported a position in FCN in Q2 2019 and has held it in 10 quarters since. The position peaked at $96K in Q2 2019. 337 funds tracked by Wall St. Rank hold FCN as of Q4 2021.

Next Financial Group held 249 shares of FTI Consulting worth $38K as of Q4 2021.
Next Financial Group sold 347 FTI Consulting shares in Q4 2021, an estimated $50.6K.
FTI Consulting made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1595 holding.
Next Financial Group first reported a position in FTI Consulting in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's FTI Consulting position peaked at $96K in Q2 2019.
337 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2021.

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