Next Financial Group’s Moelis & Co MC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$8K	Hold	123	–	–	﹤0.01%	2269
2021 Q3	$7K	Hold	123	–	–	﹤0.01%	2151
2021 Q2	$7K	Hold	123	–	–	﹤0.01%	2105
2021 Q1	$7K	Buy	123 +19	+18%	+$1.02K	﹤0.01%	1999
2020 Q4	$5K	Hold	104	–	–	﹤0.01%	1991
2020 Q3	$4K	Buy	+104	New	+$3.29K	﹤0.01%	1913
2020 Q2	–	Sell	-38	Closed	-$1K	–	1349
2020 Q1	$1K	Hold	38	–	–	﹤0.01%	2021
2019 Q4	$1K	Hold	38	–	–	﹤0.01%	2279
2019 Q3	$1K	Hold	38	–	–	﹤0.01%	2231
2019 Q2	$1K	Hold	38	–	–	﹤0.01%	2225
2019 Q1	$2K	Buy	+38	New	+$1.62K	﹤0.01%	1466

Other funds holding MC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Next Financial Group held its Moelis & Co (MC) position steady in Q4 2021 at 123 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Next Financial Group first reported a position in MC in Q1 2019 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold MC as of Q4 2021.

Next Financial Group held 123 shares of Moelis & Co worth $8K as of Q4 2021.
Next Financial Group left its Moelis & Co share count unchanged in Q4 2021.
Moelis & Co made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2269 holding.
Next Financial Group first reported a position in Moelis & Co in Q1 2019 and has held it in 11 quarters since.
314 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

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