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Next Financial Group’s StepStone Group STEP Stock Holding History

Next Financial Group’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1K Buy
+14
New +$618 ﹤0.01% 2804

Other funds holding STEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Next Financial Group opened a new position in StepStone Group (STEP) in Q4 2021: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2804 among its holdings.

133 funds tracked by Wall St. Rank hold STEP as of Q4 2021.

  • Next Financial Group held 14 shares of StepStone Group worth $1K as of Q4 2021.
  • StepStone Group was a new Next Financial Group position in Q4 2021.
  • StepStone Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2804 holding.
  • 133 funds tracked by Wall St. Rank held StepStone Group as of Q4 2021.

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