Next Financial Group’s Odyssey Marine Exploration OMEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-21	Closed	–	–	2679
2021 Q1	$0	Hold	21	–	–	﹤0.01%	2612
2020 Q4	$0	Hold	21	–	–	﹤0.01%	2392
2020 Q3	$0	Buy	+21	New	+$111	﹤0.01%	2202
2015 Q2	–	Sell	-110	Closed	–	–	1928
2015 Q1	$0	Buy	+110	New	+$1.04K	﹤0.01%	1927

Other funds holding OMEX

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

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

CCP

Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Next Financial Group's OMEX Position: Q2 2021 in Review

Next Financial Group sold out of Odyssey Marine Exploration (OMEX) in Q2 2021, closing a stake of 21 shares.

Next Financial Group first reported a position in OMEX in Q1 2015 and held it in 4 quarters. The position peaked at $0 in Q1 2021. 37 funds tracked by Wall St. Rank hold OMEX as of Q2 2021.

Next Financial Group reported no remaining Odyssey Marine Exploration position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 21 Odyssey Marine Exploration shares in Q2 2021.
Next Financial Group first reported a position in Odyssey Marine Exploration in Q1 2015 and held it in 4 quarters.
Next Financial Group's Odyssey Marine Exploration position peaked at $0 in Q1 2021.
37 funds tracked by Wall St. Rank held Odyssey Marine Exploration as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.