TWA
NEX

TCI Wealth Advisors’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

TCI Wealth Advisors’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
-2,034
Closed -$16.2K – 2465
2023
Q1 		$16.2K Buy
2,034
+1
+0% +$9 ﹤0.01% 817
2022
Q4 		$18.8K Buy
2,033
+1
+0% +$10 ﹤0.01% 728
2022
Q3 		$15K Buy
2,032
+3
+0.1% +$26 ﹤0.01% 813
2022
Q2 		$19K Sell
2,029
-910
-31% -$9.55K ﹤0.01% 673
2022
Q1 		$27K Hold
2,939
– – ﹤0.01% 580
2021
Q4 		$10K Buy
2,939
+1,484
+102% +$6.21K ﹤0.01% 1212
2021
Q3 		$7K Buy
+1,455
New +$5.85K ﹤0.01% 1405
2021
Q2 		– Sell
-403
Closed -$1K – 2507
2021
Q1 		$1K Buy
+403
New +$1.63K ﹤0.01% 2134

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

TCI Wealth Advisors's NEX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of NexTier Oilfield Solutions Inc. (NEX) in Q2 2023, closing a stake of 2,034 shares — an estimated $16.2K sold.

TCI Wealth Advisors first reported a position in NEX in Q1 2021 and held it in 8 quarters. The position peaked at $27K in Q1 2022. 229 funds tracked by Wall St. Rank hold NEX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining NexTier Oilfield Solutions Inc. position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,034 NexTier Oilfield Solutions Inc. shares in Q2 2023, an estimated $16.2K.
  • TCI Wealth Advisors first reported a position in NexTier Oilfield Solutions Inc. in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's NexTier Oilfield Solutions Inc. position peaked at $27K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.