NFG
STEM icon

Next Financial Group’s Stem STEM Stock Holding History

Next Financial Group’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$105K Buy
277
+135
+95% +$58.5K 0.01% 1139
2021
Q3 		$68K Buy
+142
New +$74.7K 0.01% 1285

Other funds holding STEM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Next Financial Group increased its Stem (STEM) stake by 95% in Q4 2021, buying an estimated $58.5K and bringing the position to 277 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #1139.

Next Financial Group first reported a position in STEM in Q3 2021 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold STEM as of Q4 2021.

  • Next Financial Group held 277 shares of Stem worth $105K as of Q4 2021.
  • Next Financial Group bought 135 Stem shares in Q4 2021, an estimated $58.5K.
  • Stem made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1139 holding.
  • Next Financial Group first reported a position in Stem in Q3 2021 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Stem as of Q4 2021.

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