SFG
NEX

Steward Financial Group’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

Steward Financial Group’s Portfolio NEX Stock Details NEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-93
Closed – – 1087
2023
Q1 		$0 Buy
93
+83
+830% +$743 ﹤0.01% 964
2022
Q4 		$0 Buy
+10
New +$98 ﹤0.01% 879
2022
Q3 		– Sell
-21
Closed – – 1446
2022
Q2 		$0 Buy
+21
New +$220 ﹤0.01% 1474

Other funds holding NEX

CCM
Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Steward Financial Group's NEX Position: Q2 2023 in Review

Steward Financial Group sold out of NexTier Oilfield Solutions Inc. (NEX) in Q2 2023, closing a stake of 93 shares.

Steward Financial Group first reported a position in NEX in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 229 funds tracked by Wall St. Rank hold NEX as of Q2 2023.

  • Steward Financial Group reported no remaining NexTier Oilfield Solutions Inc. position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 93 NexTier Oilfield Solutions Inc. shares in Q2 2023.
  • Steward Financial Group first reported a position in NexTier Oilfield Solutions Inc. in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's NexTier Oilfield Solutions Inc. position peaked at $0 in Q1 2023.
  • 229 funds tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.