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Next Financial Group’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Next Financial Group’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$21K Sell
502
-14
-3% -$576 ﹤0.01% 1866
2021
Q3 		$19K Hold
516
– – ﹤0.01% 1827
2021
Q2 		$19K Sell
516
-23
-4% -$845 ﹤0.01% 1775
2021
Q1 		$19K Buy
539
+84
+18% +$2.84K ﹤0.01% 1671
2020
Q4 		$15K Hold
455
– – ﹤0.01% 1651
2020
Q3 		$13K Buy
+455
New +$13.3K ﹤0.01% 1556

Other funds holding SNPE

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Next Financial Group reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 2.7% in Q4 2021, selling an estimated $576 and leaving 502 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Next Financial Group first reported a position in SNPE in Q3 2020 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold SNPE as of Q4 2021.

  • Next Financial Group held 502 shares of Xtrackers S&P 500 ESG ETF worth $21K as of Q4 2021.
  • Next Financial Group sold 14 Xtrackers S&P 500 ESG ETF shares in Q4 2021, an estimated $576.
  • Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1866 holding.
  • Next Financial Group first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2020 and has held it in 6 quarters since.
  • 61 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2021.

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