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Next Financial Group’s Laird Superfood LSF Stock Holding History

Next Financial Group’s Portfolio LSF Stock Details LSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,495
Closed -$168K – 2665
2021
Q1 		$168K Buy
4,495
+2,303
+105% +$97.9K 0.01% 831
2020
Q4 		$104K Buy
+2,192
New +$103K 0.01% 953

Other funds holding LSF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 LSF Position: Q2 2021 in Review

Next Financial Group sold out of Laird Superfood (LSF) in Q2 2021, closing a stake of 4,495 shares — an estimated $168K sold.

Next Financial Group first reported a position in LSF in Q4 2020 and held it in 2 quarters. The position peaked at $168K in Q1 2021. 59 funds tracked by Wall St. Rank hold LSF as of Q2 2021.

  • Next Financial Group reported no remaining Laird Superfood position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 4,495 Laird Superfood shares in Q2 2021, an estimated $168K.
  • Next Financial Group first reported a position in Laird Superfood in Q4 2020 and held it in 2 quarters.
  • Next Financial Group's Laird Superfood position peaked at $168K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Laird Superfood as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.