Values First Advisors’s Nextpower Inc 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Values First Advisors sold out of Nextpower Inc (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 position as of Q3 2024 after selling out during the quarter.
Values First Advisors sold 5,666 Nextpower Inc shares in Q3 2024, an estimated $266K.
Values First Advisors first reported a position in Nextpower Inc in Q2 2024 and held it in 1 quarter.
Values First Advisors's Nextpower Inc position peaked at $266K in Q2 2024.
417 funds tracked by Wall St. Rank held Nextpower Inc as of Q3 2024.

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