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Next Financial Group’s Orthofix Medical OFIX Stock Holding History

Next Financial Group’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1K Hold
20
– – ﹤0.01% 2771
2021
Q3 		$1K Hold
20
– – ﹤0.01% 2655
2021
Q2 		$1K Buy
+20
New +$845 ﹤0.01% 2544

Other funds holding OFIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Next Financial Group held its Orthofix Medical (OFIX) position steady in Q4 2021 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Next Financial Group first reported a position in OFIX in Q2 2021 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold OFIX as of Q4 2021.

  • Next Financial Group held 20 shares of Orthofix Medical worth $1K as of Q4 2021.
  • Next Financial Group left its Orthofix Medical share count unchanged in Q4 2021.
  • Orthofix Medical made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2771 holding.
  • Next Financial Group first reported a position in Orthofix Medical in Q2 2021 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2021.

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