NFG
XYZ

Next Financial Group’s Block Inc XYZ Stock Holding History

Next Financial Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1M Buy
6,202
+832
+15% +$180K 0.07% 319
2021
Q3 		$1.29M Sell
5,370
-5,221
-49% -$1.34M 0.1% 221
2021
Q2 		$2.58M Buy
10,591
+171
+2% +$39.7K 0.21% 113
2021
Q1 		$2.37M Buy
10,420
+553
+6% +$129K 0.21% 107
2020
Q4 		$2.15M Buy
9,867
+4,142
+72% +$808K 0.21% 115
2020
Q3 		$931K Buy
5,725
+881
+18% +$124K 0.1% 209
2020
Q2 		$508K Buy
4,844
+1,214
+33% +$92.9K 0.06% 291
2020
Q1 		$190K Sell
3,630
-473
-12% -$32.4K 0.02% 555
2019
Q4 		$257K Sell
4,103
-917
-18% -$58.6K 0.03% 607
2019
Q3 		$311K Sell
5,020
-2,147
-30% -$146K 0.03% 483
2019
Q2 		$520K Buy
7,167
+1,825
+34% +$128K 0.06% 336
2019
Q1 		$400K Sell
5,342
-5,522
-51% -$400K 0.1% 153
2018
Q4 		$609K Buy
10,864
+5,274
+94% +$372K 0.13% 187
2018
Q3 		$553K Sell
5,590
-665
-11% -$51.3K 0.26% 86
2018
Q2 		$386K Sell
6,255
-4,286
-41% -$236K 0.15% 164
2018
Q1 		$519K Buy
+10,541
New +$484K 0.11% 201
2017
Q4 		– Sell
-2,300
Closed -$75K – 1462
2017
Q3 		$75K Buy
2,300
+1,250
+119% +$32.7K 0.02% 579
2017
Q2 		$25K Buy
+1,050
New +$21.7K 0.01% 1002

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Next Financial Group increased its Block Inc (XYZ) stake by 15% in Q4 2021, buying an estimated $180K and bringing the position to 6,202 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #319.

Next Financial Group first reported a position in XYZ in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.58M in Q2 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Next Financial Group held 6,202 shares of Block Inc worth $1M as of Q4 2021.
  • Next Financial Group bought 832 Block Inc shares in Q4 2021, an estimated $180K.
  • Block Inc made up 0.07% of Next Financial Group's portfolio in Q4 2021, its #319 holding.
  • Next Financial Group first reported a position in Block Inc in Q2 2017 and has held it in 18 quarters since.
  • Next Financial Group's Block Inc position peaked at $2.58M in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

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