NFG
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Next Financial Group’s US Global Investors GROW Stock Holding History

Next Financial Group’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$1K – 2902
2021
Q3 		$1K Buy
+200
New +$1.2K ﹤0.01% 2621

Other funds holding GROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Next Financial Group sold out of US Global Investors (GROW) in Q4 2021, closing a stake of 200 shares — an estimated $1K sold.

Next Financial Group first reported a position in GROW in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 43 funds tracked by Wall St. Rank hold GROW as of Q4 2021.

  • Next Financial Group reported no remaining US Global Investors position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 200 US Global Investors shares in Q4 2021, an estimated $1K.
  • Next Financial Group first reported a position in US Global Investors in Q3 2021 and held it in 1 quarter.
  • Next Financial Group's US Global Investors position peaked at $1K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held US Global Investors as of Q4 2021.

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