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Next Financial Group’s Goldman Sachs GS Stock Holding History

Next Financial Group’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$2.17M Buy
5,679
+2,370
+72% +$938K 0.14% 155
2021
Q3 		$1.25M Buy
3,309
+2,621
+381% +$1.02M 0.1% 224
2021
Q2 		$262K Sell
688
-3
-0.4% -$1.07K 0.02% 733
2021
Q1 		$226K Sell
691
-54
-7% -$16.8K 0.02% 725
2020
Q4 		$196K Sell
745
-57
-7% -$12.7K 0.02% 717
2020
Q3 		$161K Buy
+802
New +$163K 0.02% 698
2020
Q2 		– Sell
-870
Closed -$135K – 1112
2020
Q1 		$135K Sell
870
-141
-14% -$29.9K 0.02% 665
2019
Q4 		$232K Buy
1,011
+298
+42% +$64.7K 0.02% 644
2019
Q3 		$148K Hold
713
– – 0.02% 777
2019
Q2 		$146K Buy
713
+30
+4% +$5.94K 0.02% 771
2019
Q1 		$131K Sell
683
-280
-29% -$54K 0.03% 467
2018
Q4 		$161K Sell
963
-465
-33% -$93.8K 0.03% 446
2018
Q3 		$320K Sell
1,428
-675
-32% -$157K 0.15% 139
2018
Q2 		$464K Buy
2,103
+1,062
+102% +$253K 0.18% 143
2018
Q1 		$262K Buy
+1,041
New +$271K 0.06% 331
2017
Q4 		– Sell
-887
Closed -$212K – 715
2017
Q3 		$212K Buy
887
+294
+50% +$66.3K 0.06% 304
2017
Q2 		$132K Sell
593
-90
-13% -$20K 0.03% 462
2017
Q1 		$153K Sell
683
-1,675
-71% -$404K 0.04% 375
2016
Q4 		$565K Sell
2,358
-204
-8% -$41.4K 0.1% 233
2016
Q3 		$413K Buy
2,562
+1,618
+171% +$263K 0.07% 279
2016
Q2 		$140K Sell
944
-87
-8% -$13.6K 0.04% 375
2016
Q1 		$161K Hold
1,031
– – 0.06% 327
2015
Q4 		$185K Sell
1,031
-120
-10% -$22.3K 0.07% 293
2015
Q3 		$199K Sell
1,151
-40
-3% -$7.84K 0.07% 284
2015
Q2 		$248K Buy
1,191
+25
+2% +$5.09K 0.09% 258
2015
Q1 		$219K Sell
1,166
-125
-10% -$23.3K 0.07% 295
2014
Q4 		$250K Sell
1,291
-1,570
-55% -$295K 0.08% 261
2014
Q3 		$525K Buy
2,861
+1,596
+126% +$280K 0.1% 223
2014
Q2 		$218K Buy
+1,265
New +$204K 0.11% 147

Other funds holding GS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Next Financial Group increased its Goldman Sachs (GS) stake by 72% in Q4 2021, buying an estimated $938K and bringing the position to 5,679 shares worth $2.17M. The position accounts for 0.14% of the portfolio, ranked #155.

Next Financial Group first reported a position in GS in Q2 2014 and has held it in 29 quarters since. 1,884 funds tracked by Wall St. Rank hold GS as of Q4 2021.

  • Next Financial Group held 5,679 shares of Goldman Sachs worth $2.17M as of Q4 2021.
  • Next Financial Group bought 2,370 Goldman Sachs shares in Q4 2021, an estimated $938K.
  • Goldman Sachs made up 0.14% of Next Financial Group's portfolio in Q4 2021, its #155 holding.
  • Next Financial Group first reported a position in Goldman Sachs in Q2 2014 and has held it in 29 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2021.

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