Next Financial Group’s Microvision MVIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$47K	Buy	9,307 +977	+12%	+$7.77K	﹤0.01%	1501
2021 Q3	$92K	Sell	8,330 -519	-6%	-$7.21K	0.01%	1146
2021 Q2	$148K	Buy	8,849 +182	+2%	+$2.99K	0.01%	941
2021 Q1	$161K	Buy	+8,667	New	+$109K	0.01%	849
2016 Q2	–	Sell	-1,000	Closed	-$1K	–	1809
2016 Q1	$1K	Sell	1,000 -10,000	-91%	-$25.5K	﹤0.01%	1650
2015 Q4	$31K	Hold	11,000	–	–	0.01%	785
2015 Q3	$35K	Hold	11,000	–	–	0.01%	760
2015 Q2	$33K	Hold	11,000	–	–	0.01%	818
2015 Q1	$37K	Buy	+11,000	New	+$26.4K	0.01%	764

Other funds holding MVIS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Next Financial Group increased its Microvision (MVIS) stake by 12% in Q4 2021, buying an estimated $7.77K and bringing the position to 9,307 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Next Financial Group first reported a position in MVIS in Q1 2015 and has held it in 9 quarters since. The position peaked at $161K in Q1 2021. 171 funds tracked by Wall St. Rank hold MVIS as of Q4 2021.

Next Financial Group held 9,307 shares of Microvision worth $47K as of Q4 2021.
Next Financial Group bought 977 Microvision shares in Q4 2021, an estimated $7.77K.
Microvision made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1501 holding.
Next Financial Group first reported a position in Microvision in Q1 2015 and has held it in 9 quarters since.
Next Financial Group's Microvision position peaked at $161K in Q1 2021.
171 funds tracked by Wall St. Rank held Microvision as of Q4 2021.

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