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Next Financial Group’s Fox Factory Holding Corp FOXF Stock Holding History

Next Financial Group’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$14K Buy
82
+67
+447% +$11.2K ﹤0.01% 2040
2021
Q3 		$2K Buy
+15
New +$2.3K ﹤0.01% 2472

Other funds holding FOXF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Next Financial Group increased its Fox Factory Holding Corp (FOXF) stake by 447% in Q4 2021, buying an estimated $11.2K and bringing the position to 82 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Next Financial Group first reported a position in FOXF in Q3 2021 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold FOXF as of Q4 2021.

  • Next Financial Group held 82 shares of Fox Factory Holding Corp worth $14K as of Q4 2021.
  • Next Financial Group bought 67 Fox Factory Holding Corp shares in Q4 2021, an estimated $11.2K.
  • Fox Factory Holding Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2040 holding.
  • Next Financial Group first reported a position in Fox Factory Holding Corp in Q3 2021 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q4 2021.

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