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Next Financial Group’s Natera NTRA Stock Holding History

Next Financial Group’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$10K Sell
106
-201
-65% -$20.9K ﹤0.01% 2185
2021
Q3 		$34K Buy
307
+7
+2% +$802 ﹤0.01% 1579
2021
Q2 		$34K Hold
300
– – ﹤0.01% 1552
2021
Q1 		$30K Hold
300
– – ﹤0.01% 1491
2020
Q4 		$30K Sell
300
-100
-25% -$8.36K ﹤0.01% 1388
2020
Q3 		$29K Buy
+400
New +$22.7K ﹤0.01% 1285

Other funds holding NTRA

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

Next Financial Group reduced its Natera (NTRA) stake by 65% in Q4 2021, selling an estimated $20.9K and leaving 106 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Next Financial Group first reported a position in NTRA in Q3 2020 and has held it in 6 quarters since. The position peaked at $34K in Q3 2021. 330 funds tracked by Wall St. Rank hold NTRA as of Q4 2021.

  • Next Financial Group held 106 shares of Natera worth $10K as of Q4 2021.
  • Next Financial Group sold 201 Natera shares in Q4 2021, an estimated $20.9K.
  • Natera made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2185 holding.
  • Next Financial Group first reported a position in Natera in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Natera position peaked at $34K in Q3 2021.
  • 330 funds tracked by Wall St. Rank held Natera as of Q4 2021.

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