NFG
PSTX

Next Financial Group’s Poseida Therapeutics, Inc. Common Stock PSTX Stock Holding History

Next Financial Group’s Portfolio PSTX Stock Details PSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-300
Closed -$3K – 2830
2021
Q2 		$3K Hold
300
– – ﹤0.01% 2362
2021
Q1 		$3K Hold
300
– – ﹤0.01% 2268
2020
Q4 		$3K Buy
+300
New +$3.16K ﹤0.01% 2145

Other funds holding PSTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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
ACM
Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's PSTX Position: Q3 2021 in Review

Next Financial Group sold out of Poseida Therapeutics, Inc. Common Stock (PSTX) in Q3 2021, closing a stake of 300 shares — an estimated $3K sold.

Next Financial Group first reported a position in PSTX in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 65 funds tracked by Wall St. Rank hold PSTX as of Q3 2021.

  • Next Financial Group reported no remaining Poseida Therapeutics, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 300 Poseida Therapeutics, Inc. Common Stock shares in Q3 2021, an estimated $3K.
  • Next Financial Group first reported a position in Poseida Therapeutics, Inc. Common Stock in Q4 2020 and held it in 3 quarters.
  • Next Financial Group's Poseida Therapeutics, Inc. Common Stock position peaked at $3K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Poseida Therapeutics, Inc. Common Stock as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.