Next Financial Group’s The RealReal REAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3K	Hold	287	–	–	﹤0.01%	2557
2021 Q3	$3K	Buy	287 +250	+676%	+$3.7K	﹤0.01%	2402
2021 Q2	$1K	Hold	37	–	–	﹤0.01%	2556
2021 Q1	$1K	Buy	+37	New	+$910	﹤0.01%	2451

Other funds holding REAL

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

IVM

InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return

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

Next Financial Group held its The RealReal (REAL) position steady in Q4 2021 at 287 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Next Financial Group first reported a position in REAL in Q1 2021 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold REAL as of Q4 2021.

Next Financial Group held 287 shares of The RealReal worth $3K as of Q4 2021.
Next Financial Group left its The RealReal share count unchanged in Q4 2021.
The RealReal made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2557 holding.
Next Financial Group first reported a position in The RealReal in Q1 2021 and has held it in 4 quarters since.
188 funds tracked by Wall St. Rank held The RealReal as of Q4 2021.

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