Next Financial Group’s Nu Skin NUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$2K	Buy	53 +39	+279%	+$1.73K	﹤0.01%	2631
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	2654
2021 Q2	$1K	Sell	14 -378	-96%	-$21.5K	﹤0.01%	2543
2021 Q1	$21K	Buy	+392	New	+$21.4K	﹤0.01%	1625
2016 Q3	–	Sell	-400	Closed	-$18K	–	2409
2016 Q2	$18K	Buy	400 +200	+100%	+$8.06K	0.01%	1011
2016 Q1	$7K	Buy	+200	New	+$6.62K	﹤0.01%	1285
2015 Q4	–	Sell	-8	Closed	–	–	1898
2015 Q3	$0	Hold	8	–	–	﹤0.01%	1917
2015 Q2	$0	Hold	8	–	–	﹤0.01%	1920
2015 Q1	$0	Hold	8	–	–	﹤0.01%	1921
2014 Q4	$0	Sell	8 -181	-96%	-$7.99K	﹤0.01%	2200
2014 Q3	$9K	Buy	+189	New	+$10.1K	﹤0.01%	1806

Other funds holding NUS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Next Financial Group increased its Nu Skin (NUS) stake by 279% in Q4 2021, buying an estimated $1.73K and bringing the position to 53 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Next Financial Group first reported a position in NUS in Q3 2014 and has held it in 11 quarters since. The position peaked at $21K in Q1 2021. 258 funds tracked by Wall St. Rank hold NUS as of Q4 2021.

Next Financial Group held 53 shares of Nu Skin worth $2K as of Q4 2021.
Next Financial Group bought 39 Nu Skin shares in Q4 2021, an estimated $1.73K.
Nu Skin made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2631 holding.
Next Financial Group first reported a position in Nu Skin in Q3 2014 and has held it in 11 quarters since.
Next Financial Group's Nu Skin position peaked at $21K in Q1 2021.
258 funds tracked by Wall St. Rank held Nu Skin as of Q4 2021.

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