NFG
WEBR

Next Financial Group’s Weber Inc. WEBR Stock Holding History

Next Financial Group’s Portfolio WEBR Stock Details WEBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1K Hold
100
– – ﹤0.01% 2831
2021
Q3 		$2K Buy
+100
New +$1.6K ﹤0.01% 2548

Other funds holding WEBR

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFG
Investors Financial Group Plymouth, Minnesota $215M AUM 19.81% 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

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

Next Financial Group held its Weber Inc. (WEBR) position steady in Q4 2021 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2831.

Next Financial Group first reported a position in WEBR in Q3 2021 and has held it in 2 quarters since. The position peaked at $2K in Q3 2021. 89 funds tracked by Wall St. Rank hold WEBR as of Q4 2021.

  • Next Financial Group held 100 shares of Weber Inc. worth $1K as of Q4 2021.
  • Next Financial Group left its Weber Inc. share count unchanged in Q4 2021.
  • Weber Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2831 holding.
  • Next Financial Group first reported a position in Weber Inc. in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's Weber Inc. position peaked at $2K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held Weber Inc. as of Q4 2021.

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