Next Financial Group’s Pluralsight, Inc. Class A Common Stock PS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,953	Closed	-$125K	–	2678
2020 Q4	$125K	Buy	5,953 +1,221	+26%	+$21.8K	0.01%	882
2020 Q3	$81K	Buy	+4,732	New	+$90.6K	0.01%	943
2020 Q2	–	Sell	-3,748	Closed	-$41K	–	2103
2020 Q1	$41K	Buy	3,748 +35	+0.9%	+$582	0.01%	1054
2019 Q4	$64K	Buy	3,713 +441	+13%	+$7.5K	0.01%	1102
2019 Q3	$55K	Buy	3,272 +511	+19%	+$11K	0.01%	1125
2019 Q2	$84K	Buy	2,761 +223	+9%	+$7.16K	0.01%	977
2019 Q1	$81K	Buy	+2,538	New	+$75.1K	0.02%	599

Other funds holding PS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's PS Position: Q1 2021 in Review

Next Financial Group sold out of Pluralsight, Inc. Class A Common Stock (PS) in Q1 2021, closing a stake of 5,953 shares — an estimated $125K sold.

Next Financial Group first reported a position in PS in Q1 2019 and held it in 7 quarters. The position peaked at $125K in Q4 2020. 192 funds tracked by Wall St. Rank hold PS as of Q1 2021.

Next Financial Group reported no remaining Pluralsight, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 5,953 Pluralsight, Inc. Class A Common Stock shares in Q1 2021, an estimated $125K.
Next Financial Group first reported a position in Pluralsight, Inc. Class A Common Stock in Q1 2019 and held it in 7 quarters.
Next Financial Group's Pluralsight, Inc. Class A Common Stock position peaked at $125K in Q4 2020.
192 funds tracked by Wall St. Rank held Pluralsight, Inc. Class A Common Stock as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.