NFG
ZEPP

Next Financial Group’s Zepp Health ZEPP Stock Holding History

Next Financial Group’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1K Hold
63
– – ﹤0.01% 2819
2021
Q3 		$2K Hold
63
– – ﹤0.01% 2537
2021
Q2 		$3K Hold
63
– – ﹤0.01% 2360
2021
Q1 		$3K Buy
+63
New +$3.66K ﹤0.01% 2265

Other funds holding ZEPP

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Next Financial Group held its Zepp Health (ZEPP) position steady in Q4 2021 at 63 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

Next Financial Group first reported a position in ZEPP in Q1 2021 and has held it in 4 quarters since. The position peaked at $3K in Q2 2021. 53 funds tracked by Wall St. Rank hold ZEPP as of Q4 2021.

  • Next Financial Group held 63 shares of Zepp Health worth $1K as of Q4 2021.
  • Next Financial Group left its Zepp Health share count unchanged in Q4 2021.
  • Zepp Health made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2819 holding.
  • Next Financial Group first reported a position in Zepp Health in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's Zepp Health position peaked at $3K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Zepp Health as of Q4 2021.

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