NFG
ROI

Next Financial Group’s RiskOn International, Inc. Common Stock ROI Stock Holding History

Next Financial Group’s Portfolio ROI Stock Details ROI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$34K Sell
510
-190
-27% -$20.2K ﹤0.01% 1664
2021
Q3 		$110K Buy
+700
New +$98.1K 0.01% 1071

Other funds holding ROI

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
HPM
Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Next Financial Group reduced its RiskOn International, Inc. Common Stock (ROI) stake by 27% in Q4 2021, selling an estimated $20.2K and leaving 510 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Next Financial Group first reported a position in ROI in Q3 2021 and has held it in 2 quarters since. The position peaked at $110K in Q3 2021. 48 funds tracked by Wall St. Rank hold ROI as of Q4 2021.

  • Next Financial Group held 510 shares of RiskOn International, Inc. Common Stock worth $34K as of Q4 2021.
  • Next Financial Group sold 190 RiskOn International, Inc. Common Stock shares in Q4 2021, an estimated $20.2K.
  • RiskOn International, Inc. Common Stock made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1664 holding.
  • Next Financial Group first reported a position in RiskOn International, Inc. Common Stock in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's RiskOn International, Inc. Common Stock position peaked at $110K in Q3 2021.
  • 48 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q4 2021.

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