Next Financial Group’s WW International WW Stock Holding History

Next Financial Group’s Portfolio WW Stock Details WW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-200	Closed	-$6K	–	2729
2021 Q1	$6K	Buy	+200	New	+$5.76K	﹤0.01%	2063
2019 Q4	–	Sell	-63	Closed	-$2K	–	2549
2019 Q3	$2K	Sell	63 -736	-92%	-$20.8K	﹤0.01%	2158
2019 Q2	$15K	Buy	+799	New	+$15.8K	﹤0.01%	1573
2019 Q1	–	Sell	-966	Closed	-$37K	–	2145
2018 Q4	$37K	Buy	+966	New	+$53K	0.01%	901
2017 Q1	–	Sell	-300	Closed	-$3K	–	2324
2016 Q4	$3K	Sell	300 -500	-63%	-$5.38K	﹤0.01%	2112
2016 Q3	$8K	Buy	+800	New	+$8.8K	﹤0.01%	1777
2016 Q2	–	Sell	-200	Closed	-$2K	–	1864
2016 Q1	$2K	Buy	+200	New	+$2.72K	﹤0.01%	1571
2014 Q4	–	Sell	-50	Closed	-$1K	–	2386
2014 Q3	$1K	Buy	+50	New	+$1.14K	﹤0.01%	2459

Other funds holding WW

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Melvin Capital Management New York $9.8B AUM 16.31% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return