Next Financial Group’s GoHealth GOCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5	Closed	-$1K	–	2774
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	2522
2021 Q1	$1K	Buy	+5	New	+$1.01K	﹤0.01%	2417

Other funds holding GOCO

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Next Financial Group's GOCO Position: Q3 2021 in Review

Next Financial Group sold out of GoHealth (GOCO) in Q3 2021, closing a stake of 5 shares — an estimated $1K sold.

Next Financial Group first reported a position in GOCO in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 130 funds tracked by Wall St. Rank hold GOCO as of Q3 2021.

Next Financial Group reported no remaining GoHealth position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 5 GoHealth shares in Q3 2021, an estimated $1K.
Next Financial Group first reported a position in GoHealth in Q1 2021 and held it in 2 quarters.
Next Financial Group's GoHealth position peaked at $1K in Q2 2021.
130 funds tracked by Wall St. Rank held GoHealth as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.