NFG
ZG icon

Next Financial Group’s Zillow ZG Stock Holding History

Next Financial Group’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-49
Closed -$6K – 2732
2021
Q1 		$6K Buy
+49
New +$7.56K ﹤0.01% 2064
2017
Q1 		– Sell
-69
Closed -$3K – 2331
2016
Q4 		$3K Hold
69
– – ﹤0.01% 2113
2016
Q3 		$2K Buy
+69
New +$2.47K ﹤0.01% 2190
2015
Q2 		– Sell
-300
Closed -$10K – 1988
2015
Q1 		$10K Hold
300
– – ﹤0.01% 1254
2014
Q4 		$11K Sell
300
-234
-44% -$8.59K ﹤0.01% 1225
2014
Q3 		$21K Buy
+534
New +$24.2K ﹤0.01% 1393

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM