Next Financial Group’s Zix Corporation ZIXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-750	Closed	-$3K	–	2078
2020 Q1	$3K	Sell	750 -100	-12%	-$673	﹤0.01%	1884
2019 Q4	$6K	Sell	850 -2,500	-75%	-$17.3K	﹤0.01%	1944
2019 Q3	$24K	Sell	3,350 -1,250	-27%	-$10.4K	﹤0.01%	1379
2019 Q2	$42K	Buy	+4,600	New	+$40K	﹤0.01%	1221

Other funds holding ZIXI

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $2.7B AUM 22.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Next Financial Group's ZIXI Position: Q2 2020 in Review

Next Financial Group sold out of Zix Corporation (ZIXI) in Q2 2020, closing a stake of 750 shares — an estimated $3K sold.

Next Financial Group first reported a position in ZIXI in Q2 2019 and held it in 4 quarters. The position peaked at $42K in Q2 2019. 140 funds tracked by Wall St. Rank hold ZIXI as of Q2 2020.

Next Financial Group reported no remaining Zix Corporation position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 750 Zix Corporation shares in Q2 2020, an estimated $3K.
Next Financial Group first reported a position in Zix Corporation in Q2 2019 and held it in 4 quarters.
Next Financial Group's Zix Corporation position peaked at $42K in Q2 2019.
140 funds tracked by Wall St. Rank held Zix Corporation as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.