NFG
FIRY

Next Financial Group’s Firy Inc FIRY Stock Holding History

Next Financial Group’s Portfolio FIRY Stock Details FIRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$35K Sell
234
-128
-35% -$24.6K ﹤0.01% 1645
2021
Q3 		$71K Sell
362
-83
-19% -$21.5K 0.01% 1268
2021
Q2 		$193K Buy
445
+12
+3% +$4.29K 0.02% 838
2021
Q1 		$165K Buy
+433
New +$249K 0.01% 839

Other funds holding FIRY

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TVMC
T Ventures Management Company Sydney, Australia $238M AUM 60.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Next Financial Group reduced its Firy Inc (FIRY) stake by 35% in Q4 2021, selling an estimated $24.6K and leaving 234 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Next Financial Group first reported a position in FIRY in Q1 2021 and has held it in 4 quarters since. The position peaked at $193K in Q2 2021. 249 funds tracked by Wall St. Rank hold FIRY as of Q4 2021.

  • Next Financial Group held 234 shares of Firy Inc worth $35K as of Q4 2021.
  • Next Financial Group sold 128 Firy Inc shares in Q4 2021, an estimated $24.6K.
  • Firy Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1645 holding.
  • Next Financial Group first reported a position in Firy Inc in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's Firy Inc position peaked at $193K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Firy Inc as of Q4 2021.

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