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Next Financial Group’s MSCI MSCI Stock Holding History

Next Financial Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.26M Buy
2,055
+197
+11% +$124K 0.08% 271
2021
Q3 		$1.13M Buy
1,858
+671
+57% +$410K 0.09% 248
2021
Q2 		$632K Buy
1,187
+22
+2% +$10.5K 0.05% 377
2021
Q1 		$488K Buy
1,165
+128
+12% +$53.8K 0.04% 437
2020
Q4 		$463K Buy
1,037
+737
+246% +$289K 0.04% 396
2020
Q3 		$107K Buy
+300
New +$109K 0.01% 836
2020
Q2 		– Sell
-216
Closed -$63K – 1393
2020
Q1 		$63K Buy
216
+192
+800% +$54.4K 0.01% 907
2019
Q4 		$6K Buy
+24
New +$5.85K ﹤0.01% 1922
2019
Q3 		– Sell
-2
Closed – – 2376
2019
Q2 		$0 Sell
2
-1,041
-100% -$233K ﹤0.01% 2353
2019
Q1 		$207K Buy
+1,043
New +$181K 0.05% 351

Other funds holding MSCI

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Next Financial Group increased its MSCI (MSCI) stake by 11% in Q4 2021, buying an estimated $124K and bringing the position to 2,055 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #271.

Next Financial Group first reported a position in MSCI in Q1 2019 and has held it in 10 quarters since. 850 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

  • Next Financial Group held 2,055 shares of MSCI worth $1.26M as of Q4 2021.
  • Next Financial Group bought 197 MSCI shares in Q4 2021, an estimated $124K.
  • MSCI made up 0.08% of Next Financial Group's portfolio in Q4 2021, its #271 holding.
  • Next Financial Group first reported a position in MSCI in Q1 2019 and has held it in 10 quarters since.
  • 850 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

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