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Next Financial Group’s United States Oil Fund USO Stock Holding History

Next Financial Group’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$560K Buy
10,300
+1,719
+20% +$93.5K 0.04% 495
2021
Q3 		$451K Sell
8,581
-185
-2% -$9.05K 0.04% 508
2021
Q2 		$437K Sell
8,766
-57
-0.6% -$2.57K 0.04% 524
2021
Q1 		$358K Sell
8,823
-500
-5% -$19.6K 0.03% 549
2020
Q4 		$308K Sell
9,323
-935
-9% -$27.7K 0.03% 557
2020
Q3 		$290K Hold
10,258
– – 0.03% 511
2020
Q2 		$288K Buy
+10,258
New +$281K 0.03% 431
2019
Q3 		– Sell
-57
Closed -$5K – 2434
2019
Q2 		$5K Sell
57
-73
-56% -$7.28K ﹤0.01% 1910
2019
Q1 		$13K Sell
130
-39
-23% -$3.59K ﹤0.01% 1066
2018
Q4 		$13K Buy
169
+39
+30% +$3.92K ﹤0.01% 1269
2018
Q3 		$16K Buy
+130
New +$15K 0.01% 866
2017
Q4 		– Sell
-625
Closed -$52K – 1357
2017
Q3 		$52K Buy
+625
New +$49.2K 0.01% 690
2016
Q1 		– Sell
-338
Closed -$29K – 1870
2015
Q4 		$29K Hold
338
– – 0.01% 802
2015
Q3 		$39K Sell
338
-395
-54% -$48.5K 0.01% 713
2015
Q2 		$116K Buy
733
+151
+26% +$24K 0.04% 426
2015
Q1 		$78K Buy
582
+482
+482% +$69.4K 0.03% 538
2014
Q4 		$16K Buy
100
+81
+426% +$18K 0.01% 1070
2014
Q3 		$5K Buy
+19
New +$5.48K ﹤0.01% 2072

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Next Financial Group increased its United States Oil Fund (USO) stake by 20% in Q4 2021, buying an estimated $93.5K and bringing the position to 10,300 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #495.

Next Financial Group first reported a position in USO in Q3 2014 and has held it in 18 quarters since. 196 funds tracked by Wall St. Rank hold USO as of Q4 2021.

  • Next Financial Group held 10,300 shares of United States Oil Fund worth $560K as of Q4 2021.
  • Next Financial Group bought 1,719 United States Oil Fund shares in Q4 2021, an estimated $93.5K.
  • United States Oil Fund made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #495 holding.
  • Next Financial Group first reported a position in United States Oil Fund in Q3 2014 and has held it in 18 quarters since.
  • 196 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2021.

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