NFG
SPWR

Next Financial Group’s SunPower Corporation Common Stock SPWR Stock Holding History

Next Financial Group’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-80
Closed -$3K – 2738
2021
Q1 		$3K Buy
+80
New +$3K ﹤0.01% 2270
2020
Q1 		– Sell
-76
Closed – – 2457
2019
Q4 		$0 Hold
76
– – ﹤0.01% 2557
2019
Q3 		$1K Hold
76
– – ﹤0.01% 2274
2019
Q2 		$1K Hold
76
– – ﹤0.01% 2268
2019
Q1 		$0 Hold
76
– – ﹤0.01% 2163
2018
Q4 		$0 Hold
76
– – ﹤0.01% 2126
2018
Q3 		$0 Buy
+76
New +$360 ﹤0.01% 1529
2017
Q3 		– Sell
-458
Closed -$3K – 1980
2017
Q2 		$3K Sell
458
-153
-25% -$752 ﹤0.01% 1690
2017
Q1 		$3K Sell
611
-229
-27% -$1.07K ﹤0.01% 1646
2016
Q4 		$4K Hold
840
– – ﹤0.01% 2027
2016
Q3 		$5K Hold
840
– – ﹤0.01% 1948
2016
Q2 		$8K Sell
840
-458
-35% -$5.4K ﹤0.01% 1288
2016
Q1 		$18K Buy
1,298
+305
+31% +$4.74K 0.01% 981
2015
Q4 		$19K Sell
993
-418
-30% -$6.99K 0.01% 951
2015
Q3 		$18K Buy
1,411
+481
+52% +$7.76K 0.01% 998
2015
Q2 		$17K Buy
930
+14
+2% +$294 0.01% 1070
2015
Q1 		$18K Buy
916
+152
+20% +$2.87K 0.01% 1037
2014
Q4 		$13K Sell
764
-568
-43% -$10.5K ﹤0.01% 1158
2014
Q3 		$30K Buy
+1,332
New +$32.5K 0.01% 1213

Other funds holding SPWR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's SPWR Position: Q2 2021 in Review

Next Financial Group sold out of SunPower Corporation Common Stock (SPWR) in Q2 2021, closing a stake of 80 shares — an estimated $3K sold.

Next Financial Group first reported a position in SPWR in Q3 2014 and held it in 19 quarters. The position peaked at $30K in Q3 2014. 247 funds tracked by Wall St. Rank hold SPWR as of Q2 2021.

  • Next Financial Group reported no remaining SunPower Corporation Common Stock position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 80 SunPower Corporation Common Stock shares in Q2 2021, an estimated $3K.
  • Next Financial Group first reported a position in SunPower Corporation Common Stock in Q3 2014 and held it in 19 quarters.
  • Next Financial Group's SunPower Corporation Common Stock position peaked at $30K in Q3 2014.
  • 247 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.