Next Financial Group’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$380K	Buy	5,433 +5,016	+1,203%	+$342K	0.03%	647
2021 Q3	$27K	Buy	417 +12	+3%	+$755	﹤0.01%	1682
2021 Q2	$24K	Buy	405 +99	+32%	+$5.45K	﹤0.01%	1678
2021 Q1	$15K	Hold	306	–	–	﹤0.01%	1743
2020 Q4	$14K	Hold	306	–	–	﹤0.01%	1668
2020 Q3	$13K	Buy	+306	New	+$13K	﹤0.01%	1551
2020 Q2	–	Sell	-288	Closed	-$9K	–	1418
2020 Q1	$9K	Hold	288	–	–	﹤0.01%	1559
2019 Q4	$10K	Hold	288	–	–	﹤0.01%	1774
2019 Q3	$10K	Hold	288	–	–	﹤0.01%	1705
2019 Q2	$9K	Buy	+288	New	+$8.82K	﹤0.01%	1723
2019 Q1	–	Sell	-288	Closed	-$8K	–	1948
2018 Q4	$8K	Buy	+288	New	+$8.21K	﹤0.01%	1408
2017 Q1	–	Sell	-300	Closed	-$7K	–	2132
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	1813
2016 Q3	$7K	Buy	+300	New	+$6.93K	﹤0.01%	1811
2014 Q4	–	Sell	-81	Closed	-$1K	–	2183
2014 Q3	$1K	Buy	+81	New	+$1.14K	﹤0.01%	2432

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Newmark Group New York $525M AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Next Financial Group increased its Nasdaq (NDAQ) stake by 1,203% in Q4 2021, buying an estimated $342K and bringing the position to 5,433 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #647.

Next Financial Group first reported a position in NDAQ in Q3 2014 and has held it in 14 quarters since. 712 funds tracked by Wall St. Rank hold NDAQ as of Q4 2021.

Next Financial Group held 5,433 shares of Nasdaq worth $380K as of Q4 2021.
Next Financial Group bought 5,016 Nasdaq shares in Q4 2021, an estimated $342K.
Nasdaq made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #647 holding.
Next Financial Group first reported a position in Nasdaq in Q3 2014 and has held it in 14 quarters since.
712 funds tracked by Wall St. Rank held Nasdaq as of Q4 2021.

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