Next Financial Group’s Newmark Group NMRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1K	Hold	60	–	–	﹤0.01%	2766
2021 Q3	$1K	Buy	+60	New	+$773	﹤0.01%	2652
2020 Q2	–	Sell	-1,621	Closed	-$7K	–	1438
2020 Q1	$7K	Sell	1,621 -1,000	-38%	-$9.81K	﹤0.01%	1625
2019 Q4	$35K	Buy	2,621 +1,000	+62%	+$11.7K	﹤0.01%	1334
2019 Q3	$15K	Hold	1,621	–	–	﹤0.01%	1558
2019 Q2	$15K	Buy	+1,621	New	+$13.7K	﹤0.01%	1565
2019 Q1	–	Sell	-1,621	Closed	-$13K	–	1962
2018 Q4	$13K	Buy	+1,621	New	+$15.3K	﹤0.01%	1262

Other funds holding NMRK

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Next Financial Group held its Newmark Group (NMRK) position steady in Q4 2021 at 60 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Next Financial Group first reported a position in NMRK in Q4 2018 and has held it in 7 quarters since. The position peaked at $35K in Q4 2019. 211 funds tracked by Wall St. Rank hold NMRK as of Q4 2021.

Next Financial Group held 60 shares of Newmark Group worth $1K as of Q4 2021.
Next Financial Group left its Newmark Group share count unchanged in Q4 2021.
Newmark Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2766 holding.
Next Financial Group first reported a position in Newmark Group in Q4 2018 and has held it in 7 quarters since.
Next Financial Group's Newmark Group position peaked at $35K in Q4 2019.
211 funds tracked by Wall St. Rank held Newmark Group as of Q4 2021.

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