NEXT Financial Holdings’s Block Inc XYZ Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$400K	Buy	+5,342	New	+$387K	0.1%	153

Other funds holding XYZ

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NEXT Financial Holdings's XYZ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Block Inc (XYZ) in Q1 2019: 5,342 shares worth $400K. The stake represents 0.1% of the portfolio and ranks #153 among its holdings.

757 funds tracked by Wall St. Rank hold XYZ as of Q1 2019.

NEXT Financial Holdings held 5,342 shares of Block Inc worth $400K as of Q1 2019.
Block Inc was a new NEXT Financial Holdings position in Q1 2019.
Block Inc made up 0.1% of NEXT Financial Holdings's portfolio in Q1 2019, its #153 holding.
757 funds tracked by Wall St. Rank held Block Inc as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.