NFG
U icon

Next Financial Group’s Unity U Stock Holding History

Next Financial Group’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$98K Buy
690
+128
+23% +$19.6K 0.01% 1178
2021
Q3 		$71K Sell
562
-329
-37% -$38.9K 0.01% 1270
2021
Q2 		$98K Buy
891
+350
+65% +$34.4K 0.01% 1128
2021
Q1 		$54K Buy
541
+391
+261% +$48.2K ﹤0.01% 1249
2020
Q4 		$23K Buy
+150
New +$18.2K ﹤0.01% 1496

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Next Financial Group increased its Unity (U) stake by 23% in Q4 2021, buying an estimated $19.6K and bringing the position to 690 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #1178.

Next Financial Group first reported a position in U in Q4 2020 and has held it in 5 quarters since. 594 funds tracked by Wall St. Rank hold U as of Q4 2021.

  • Next Financial Group held 690 shares of Unity worth $98K as of Q4 2021.
  • Next Financial Group bought 128 Unity shares in Q4 2021, an estimated $19.6K.
  • Unity made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1178 holding.
  • Next Financial Group first reported a position in Unity in Q4 2020 and has held it in 5 quarters since.
  • 594 funds tracked by Wall St. Rank held Unity as of Q4 2021.

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