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Next Financial Group’s Pacific Biosciences PACB Stock Holding History

Next Financial Group’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$10K Buy
+468
New +$11.3K ﹤0.01% 2187
2015
Q4 		– Sell
-1,500
Closed -$5K – 1905
2015
Q3 		$5K Hold
1,500
– – ﹤0.01% 1424
2015
Q2 		$8K Hold
1,500
– – ﹤0.01% 1337
2015
Q1 		$8K Hold
1,500
– – ﹤0.01% 1340
2014
Q4 		$12K Buy
+1,500
New +$9.6K ﹤0.01% 1174

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 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 PACB Position: Q4 2021 in Review

Next Financial Group opened a new position in Pacific Biosciences (PACB) in Q4 2021: 468 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2187 among its holdings. This is a return to the name: Next Financial Group previously reported a position in PACB as recently as Q3 2015.

Next Financial Group first reported a position in PACB in Q4 2014 and has held it in 5 quarters since. The position peaked at $12K in Q4 2014. 256 funds tracked by Wall St. Rank hold PACB as of Q4 2021.

  • Next Financial Group held 468 shares of Pacific Biosciences worth $10K as of Q4 2021.
  • Pacific Biosciences was a new Next Financial Group position in Q4 2021.
  • Pacific Biosciences made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2187 holding.
  • Next Financial Group first reported a position in Pacific Biosciences in Q4 2014 and has held it in 5 quarters since.
  • Next Financial Group's Pacific Biosciences position peaked at $12K in Q4 2014.
  • 256 funds tracked by Wall St. Rank held Pacific Biosciences as of Q4 2021.

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