NFG
PR

Next Financial Group’s Permian Resources PR Stock Holding History

Next Financial Group’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$9K Hold
1,500
– – ﹤0.01% 2231
2021
Q3 		$10K Buy
1,500
+500
+50% +$2.73K ﹤0.01% 2032
2021
Q2 		$7K Sell
1,000
-1,000
-50% -$5.17K ﹤0.01% 2110
2021
Q1 		$8K Buy
+2,000
New +$7.01K ﹤0.01% 1959

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Next Financial Group held its Permian Resources (PR) position steady in Q4 2021 at 1,500 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Next Financial Group first reported a position in PR in Q1 2021 and has held it in 4 quarters since. The position peaked at $10K in Q3 2021. 194 funds tracked by Wall St. Rank hold PR as of Q4 2021.

  • Next Financial Group held 1,500 shares of Permian Resources worth $9K as of Q4 2021.
  • Next Financial Group left its Permian Resources share count unchanged in Q4 2021.
  • Permian Resources made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2231 holding.
  • Next Financial Group first reported a position in Permian Resources in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's Permian Resources position peaked at $10K in Q3 2021.
  • 194 funds tracked by Wall St. Rank held Permian Resources as of Q4 2021.

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