Next Financial Group’s Regal Rexnord RRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$8K	Buy	51 +43	+538%	+$6.81K	﹤0.01%	2280
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	2673
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	2558
2021 Q1	$1K	Buy	+8	New	+$1.1K	﹤0.01%	2455
2018 Q4	–	Sell	-200	Closed	-$16K	–	2082
2018 Q3	$16K	Buy	+200	New	+$16.6K	0.01%	862
2017 Q4	–	Sell	-300	Closed	-$24K	–	1165
2017 Q3	$24K	Hold	300	–	–	0.01%	923
2017 Q2	$24K	Hold	300	–	–	0.01%	1012
2017 Q1	$24K	Hold	300	–	–	0.01%	983
2016 Q4	$21K	Buy	+300	New	+$19.9K	﹤0.01%	1356

Other funds holding RRX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Next Financial Group increased its Regal Rexnord (RRX) stake by 538% in Q4 2021, buying an estimated $6.81K and bringing the position to 51 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Next Financial Group first reported a position in RRX in Q4 2016 and has held it in 9 quarters since. The position peaked at $24K in Q3 2017. 427 funds tracked by Wall St. Rank hold RRX as of Q4 2021.

Next Financial Group held 51 shares of Regal Rexnord worth $8K as of Q4 2021.
Next Financial Group bought 43 Regal Rexnord shares in Q4 2021, an estimated $6.81K.
Regal Rexnord made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2280 holding.
Next Financial Group first reported a position in Regal Rexnord in Q4 2016 and has held it in 9 quarters since.
Next Financial Group's Regal Rexnord position peaked at $24K in Q3 2017.
427 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2021.

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