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Schwarz Dygos Wheeler Investment Advisors’s NextDecade NEXT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio NEXT Stock Details NEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-70,000
Closed -$311K – 124
2022
Q2 		$311K Buy
70,000
+40,000
+133% +$248K 0.12% 96
2022
Q1 		$199K Buy
+30,000
New +$94.1K 0.07% 132

Other funds holding NEXT

YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's NEXT Position: Q3 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of NextDecade (NEXT) in Q3 2022, closing a stake of 70,000 shares — an estimated $311K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NEXT in Q1 2022 and held it in 2 quarters. The position peaked at $311K in Q2 2022. 90 funds tracked by Wall St. Rank hold NEXT as of Q3 2022.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining NextDecade position as of Q3 2022 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 70,000 NextDecade shares in Q3 2022, an estimated $311K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in NextDecade in Q1 2022 and held it in 2 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's NextDecade position peaked at $311K in Q2 2022.
  • 90 funds tracked by Wall St. Rank held NextDecade as of Q3 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.