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Next Financial Group’s Rambus RMBS Stock Holding History

Next Financial Group’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$65K Buy
+2,222
New +$56.5K ﹤0.01% 1358
2021
Q3 		– Sell
-1,917
Closed -$45.1K – 2804
2021
Q2 		$45K Buy
+1,917
New +$38.6K ﹤0.01% 1429

Other funds holding RMBS

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Next Financial Group opened a new position in Rambus (RMBS) in Q4 2021: 2,222 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings. This is a return to the name: Next Financial Group previously reported a position in RMBS as recently as Q2 2021.

Next Financial Group first reported a position in RMBS in Q2 2021 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold RMBS as of Q4 2021.

  • Next Financial Group held 2,222 shares of Rambus worth $65K as of Q4 2021.
  • Rambus was a new Next Financial Group position in Q4 2021.
  • Rambus made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1358 holding.
  • Next Financial Group first reported a position in Rambus in Q2 2021 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Rambus as of Q4 2021.

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