NFG
OM icon

Next Financial Group’s Outset Medical OM Stock Holding History

Next Financial Group’s Portfolio OM Stock Details OM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$245K Buy
354
+77
+28% +$56.9K 0.02% 815
2021
Q3 		$206K Buy
277
+89
+47% +$60.6K 0.02% 821
2021
Q2 		$141K Buy
+188
New +$144K 0.01% 959

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Next Financial Group increased its Outset Medical (OM) stake by 28% in Q4 2021, buying an estimated $56.9K and bringing the position to 354 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #815.

Next Financial Group first reported a position in OM in Q2 2021 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold OM as of Q4 2021.

  • Next Financial Group held 354 shares of Outset Medical worth $245K as of Q4 2021.
  • Next Financial Group bought 77 Outset Medical shares in Q4 2021, an estimated $56.9K.
  • Outset Medical made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #815 holding.
  • Next Financial Group first reported a position in Outset Medical in Q2 2021 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Outset Medical as of Q4 2021.

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