Next Financial Group’s IAMGOLD IAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$5K	Hold	1,755	–	–	﹤0.01%	2421
2021 Q3	$4K	Hold	1,755	–	–	﹤0.01%	2314
2021 Q2	$5K	Buy	+1,755	New	+$5.91K	﹤0.01%	2193
2017 Q1	–	Sell	-2,500	Closed	-$10K	–	2055
2016 Q4	$10K	Sell	2,500 -49,030	-95%	-$183K	﹤0.01%	1649
2016 Q3	$209K	Buy	51,530 +11,730	+29%	+$53.5K	0.04%	458
2016 Q2	$164K	Buy	+39,800	New	+$136K	0.05%	338
2015 Q4	–	Sell	-5,000	Closed	-$8K	–	1851
2015 Q3	$8K	Hold	5,000	–	–	﹤0.01%	1288
2015 Q2	$10K	Sell	5,000 -4,000	-44%	-$8.67K	﹤0.01%	1259
2015 Q1	$16K	Buy	9,000 +4,000	+80%	+$9.84K	0.01%	1078
2014 Q4	$14K	Sell	5,000 -22,000	-81%	-$50.9K	﹤0.01%	1121
2014 Q3	$75K	Buy	+27,000	New	+$99.6K	0.01%	760

Other funds holding IAG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Next Financial Group held its IAMGOLD (IAG) position steady in Q4 2021 at 1,755 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Next Financial Group first reported a position in IAG in Q3 2014 and has held it in 11 quarters since. The position peaked at $209K in Q3 2016. 142 funds tracked by Wall St. Rank hold IAG as of Q4 2021.

Next Financial Group held 1,755 shares of IAMGOLD worth $5K as of Q4 2021.
Next Financial Group left its IAMGOLD share count unchanged in Q4 2021.
IAMGOLD made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2421 holding.
Next Financial Group first reported a position in IAMGOLD in Q3 2014 and has held it in 11 quarters since.
Next Financial Group's IAMGOLD position peaked at $209K in Q3 2016.
142 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2021.

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