Next Financial Group’s Fox Class B FOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-13	Closed	–	–	2894
2021 Q3	$0	Buy	+13	New	+$446	﹤0.01%	2770
2021 Q2	–	Sell	-8	Closed	–	–	2643
2021 Q1	$0	Buy	+8	New	+$268	﹤0.01%	2559
2019 Q4	–	Sell	-16	Closed	-$1K	–	2414
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	2213
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	2204
2019 Q1	$1K	Buy	+16	New	+$610	﹤0.01%	1548

Other funds holding FOX

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Next Financial Group sold out of Fox Class B (FOX) in Q4 2021, closing a stake of 13 shares.

Next Financial Group first reported a position in FOX in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 362 funds tracked by Wall St. Rank hold FOX as of Q4 2021.

Next Financial Group reported no remaining Fox Class B position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 13 Fox Class B shares in Q4 2021.
Next Financial Group first reported a position in Fox Class B in Q1 2019 and held it in 5 quarters.
Next Financial Group's Fox Class B position peaked at $1K in Q3 2019.
362 funds tracked by Wall St. Rank held Fox Class B as of Q4 2021.

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