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Next Financial Group’s Spire SR Stock Holding History

Next Financial Group’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9
Closed -$1K – 2968
2021
Q3 		$1K Buy
+9
New +$616 ﹤0.01% 2680
2021
Q1 		– Sell
-26
Closed -$2K – 2634
2020
Q4 		$2K Hold
26
– – ﹤0.01% 2215
2020
Q3 		$1K Buy
+26
New +$1.55K ﹤0.01% 2139
2020
Q2 		– Sell
-26
Closed -$2K – 1724
2020
Q1 		$2K Hold
26
– – ﹤0.01% 1951
2019
Q4 		$2K Buy
+26
New +$2.13K ﹤0.01% 2207

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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

Next Financial Group sold out of Spire (SR) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Next Financial Group first reported a position in SR in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 270 funds tracked by Wall St. Rank hold SR as of Q4 2021.

  • Next Financial Group reported no remaining Spire position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 9 Spire shares in Q4 2021, an estimated $1K.
  • Next Financial Group first reported a position in Spire in Q4 2019 and held it in 5 quarters.
  • Next Financial Group's Spire position peaked at $2K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held Spire as of Q4 2021.

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