NFG
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Next Financial Group’s Super Micro Computer SMCI Stock Holding History

Next Financial Group’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-390
Closed -$1K – 2964
2021
Q3 		$1K Hold
390
– – ﹤0.01% 2677
2021
Q2 		$1K Hold
390
– – ﹤0.01% 2562
2021
Q1 		$2K Buy
+390
New +$1.33K ﹤0.01% 2334

Other funds holding SMCI

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

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

Next Financial Group sold out of Super Micro Computer (SMCI) in Q4 2021, closing a stake of 390 shares — an estimated $1K sold.

Next Financial Group first reported a position in SMCI in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 163 funds tracked by Wall St. Rank hold SMCI as of Q4 2021.

  • Next Financial Group reported no remaining Super Micro Computer position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 390 Super Micro Computer shares in Q4 2021, an estimated $1K.
  • Next Financial Group first reported a position in Super Micro Computer in Q1 2021 and held it in 3 quarters.
  • Next Financial Group's Super Micro Computer position peaked at $2K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2021.

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