Next Financial Group’s Sandstorm Gold SAND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$9K	Hold	1,500	–	–	﹤0.01%	2235
2021 Q3	$9K	Hold	1,500	–	–	﹤0.01%	2074
2021 Q2	$12K	Hold	1,500	–	–	﹤0.01%	1927
2021 Q1	$10K	Buy	1,500 +500	+50%	+$3.35K	﹤0.01%	1892
2020 Q4	$7K	Hold	1,000	–	–	﹤0.01%	1897
2020 Q3	$8K	Buy	+1,000	New	+$9.26K	﹤0.01%	1696
2020 Q2	–	Sell	-1,000	Closed	-$5K	–	1645
2020 Q1	$5K	Sell	1,000 -20	-2%	-$128	﹤0.01%	1719
2019 Q4	$8K	Hold	1,020	–	–	﹤0.01%	1851
2019 Q3	$6K	Hold	1,020	–	–	﹤0.01%	1874
2019 Q2	$6K	Hold	1,020	–	–	﹤0.01%	1845
2019 Q1	$6K	Hold	1,020	–	–	﹤0.01%	1225
2018 Q4	$5K	Hold	1,020	–	–	﹤0.01%	1556
2018 Q3	$4K	Buy	+1,020	New	+$4.15K	﹤0.01%	1212
2017 Q4	–	Sell	-1,100	Closed	-$5K	–	1182
2017 Q3	$5K	Buy	+1,100	New	+$4.82K	﹤0.01%	1436
2017 Q1	–	Sell	-1,020	Closed	-$4K	–	2218
2016 Q4	$4K	Hold	1,020	–	–	﹤0.01%	2014
2016 Q3	$5K	Buy	+1,020	New	+$5.72K	﹤0.01%	1938
2014 Q4	–	Sell	-1,020	Closed	-$4K	–	2292
2014 Q3	$4K	Buy	+1,020	New	+$6.07K	﹤0.01%	2166

Other funds holding SAND

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Next Financial Group held its Sandstorm Gold (SAND) position steady in Q4 2021 at 1,500 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Next Financial Group first reported a position in SAND in Q3 2014 and has held it in 17 quarters since. The position peaked at $12K in Q2 2021. 177 funds tracked by Wall St. Rank hold SAND as of Q4 2021.

Next Financial Group held 1,500 shares of Sandstorm Gold worth $9K as of Q4 2021.
Next Financial Group left its Sandstorm Gold share count unchanged in Q4 2021.
Sandstorm Gold made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2235 holding.
Next Financial Group first reported a position in Sandstorm Gold in Q3 2014 and has held it in 17 quarters since.
Next Financial Group's Sandstorm Gold position peaked at $12K in Q2 2021.
177 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2021.

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