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Values First Advisors’s Nextpower Inc. Common Stock NXT Stock Holding History

Values First Advisors’s Portfolio NXT Stock Details NXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,666
Closed -$266K – 277
2024
Q2 		$266K Buy
+5,666
New +$282K 0.16% 135

Other funds holding NXT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Values First Advisors's NXT Position: Q3 2024 in Review

Values First Advisors sold out of Nextpower Inc. Common Stock (NXT) in Q3 2024, closing a stake of 5,666 shares — an estimated $266K sold.

Values First Advisors first reported a position in NXT in Q2 2024 and held it in 1 quarter. The position peaked at $266K in Q2 2024. 417 funds tracked by Wall St. Rank hold NXT as of Q3 2024.

  • Values First Advisors reported no remaining Nextpower Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Values First Advisors sold 5,666 Nextpower Inc. Common Stock shares in Q3 2024, an estimated $266K.
  • Values First Advisors first reported a position in Nextpower Inc. Common Stock in Q2 2024 and held it in 1 quarter.
  • Values First Advisors's Nextpower Inc. Common Stock position peaked at $266K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q3 2024.

Based on Values First Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.