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Next Financial Group’s Joby Aviation JOBY Stock Holding History

Next Financial Group’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$3K Hold
382
– – ﹤0.01% 2538
2021
Q3 		$4K Hold
382
– – ﹤0.01% 2320
2021
Q2 		$4K Hold
382
– – ﹤0.01% 2258
2021
Q1 		$4K Buy
+382
New +$4.63K ﹤0.01% 2162

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Next Financial Group held its Joby Aviation (JOBY) position steady in Q4 2021 at 382 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Next Financial Group first reported a position in JOBY in Q1 2021 and has held it in 4 quarters since. The position peaked at $4K in Q3 2021. 120 funds tracked by Wall St. Rank hold JOBY as of Q4 2021.

  • Next Financial Group held 382 shares of Joby Aviation worth $3K as of Q4 2021.
  • Next Financial Group left its Joby Aviation share count unchanged in Q4 2021.
  • Joby Aviation made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2538 holding.
  • Next Financial Group first reported a position in Joby Aviation in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's Joby Aviation position peaked at $4K in Q3 2021.
  • 120 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2021.

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