NFG
IT icon

Next Financial Group’s Gartner IT Stock Holding History

Next Financial Group’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-21
Closed -$6K – 2910
2021
Q3 		$6K Buy
+21
New +$6.09K ﹤0.01% 2198
2020
Q2 		– Sell
-84
Closed -$8K – 1231
2020
Q1 		$8K Sell
84
-830
-91% -$114K ﹤0.01% 1590
2019
Q4 		$141K Buy
+914
New +$140K 0.01% 826
2017
Q1 		– Sell
-100
Closed -$10K – 2075
2016
Q4 		$10K Hold
100
– – ﹤0.01% 1651
2016
Q3 		$9K Buy
+100
New +$9.38K ﹤0.01% 1694
2014
Q4 		– Sell
-100
Closed -$7K – 2117
2014
Q3 		$7K Hold
100
– – ﹤0.01% 1931
2014
Q2 		$7K Buy
+100
New +$6.97K ﹤0.01% 850

Other funds holding IT

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 IT Position: Q4 2021 in Review

Next Financial Group sold out of Gartner (IT) in Q4 2021, closing a stake of 21 shares — an estimated $6K sold.

Next Financial Group first reported a position in IT in Q2 2014 and held it in 7 quarters. The position peaked at $141K in Q4 2019. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

  • Next Financial Group reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 21 Gartner shares in Q4 2021, an estimated $6K.
  • Next Financial Group first reported a position in Gartner in Q2 2014 and held it in 7 quarters.
  • Next Financial Group's Gartner position peaked at $141K in Q4 2019.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

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