NFG
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Next Financial Group’s FMC FMC Stock Holding History

Next Financial Group’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$165K Buy
1,500
+217
+17% +$21.8K 0.01% 966
2021
Q3 		$117K Sell
1,283
-789
-38% -$77.9K 0.01% 1041
2021
Q2 		$224K Buy
2,072
+1,018
+97% +$118K 0.02% 783
2021
Q1 		$117K Sell
1,054
-1,074
-50% -$119K 0.01% 960
2020
Q4 		$245K Sell
2,128
-728
-25% -$81K 0.02% 639
2020
Q3 		$303K Buy
2,856
+586
+26% +$62.7K 0.03% 499
2020
Q2 		$227K Sell
2,270
-1,206
-35% -$111K 0.03% 491
2020
Q1 		$285K Buy
3,476
+3,262
+1,524% +$303K 0.04% 432
2019
Q4 		$21K Buy
214
+12
+6% +$1.12K ﹤0.01% 1504
2019
Q3 		$18K Hold
202
– – ﹤0.01% 1483
2019
Q2 		$17K Buy
+202
New +$15.8K ﹤0.01% 1519
2019
Q1 		– Sell
-277
Closed -$18K – 1780
2018
Q4 		$18K Buy
277
+46
+20% +$3.23K ﹤0.01% 1122
2018
Q3 		$17K Buy
+231
New +$17.4K 0.01% 835
2016
Q1 		– Sell
-127
Closed -$4K – 1772
2015
Q4 		$4K Sell
127
-173
-58% -$5.92K ﹤0.01% 1443
2015
Q3 		$8K Sell
300
-576
-66% -$22.3K ﹤0.01% 1280
2015
Q2 		$39K Buy
876
+115
+15% +$5.71K 0.01% 758
2015
Q1 		$37K Buy
761
+58
+8% +$3.02K 0.01% 760
2014
Q4 		$35K Sell
703
-186
-21% -$9.07K 0.01% 780
2014
Q3 		$44K Hold
889
– – 0.01% 1007
2014
Q2 		$50K Buy
+889
New +$58.1K 0.03% 342

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Next Financial Group increased its FMC (FMC) stake by 17% in Q4 2021, buying an estimated $21.8K and bringing the position to 1,500 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #966.

Next Financial Group first reported a position in FMC in Q2 2014 and has held it in 20 quarters since. The position peaked at $303K in Q3 2020. 589 funds tracked by Wall St. Rank hold FMC as of Q4 2021.

  • Next Financial Group held 1,500 shares of FMC worth $165K as of Q4 2021.
  • Next Financial Group bought 217 FMC shares in Q4 2021, an estimated $21.8K.
  • FMC made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #966 holding.
  • Next Financial Group first reported a position in FMC in Q2 2014 and has held it in 20 quarters since.
  • Next Financial Group's FMC position peaked at $303K in Q3 2020.
  • 589 funds tracked by Wall St. Rank held FMC as of Q4 2021.

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