WP
NEX

WealthPLAN Partners’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

WealthPLAN Partners’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
-9,712
Closed -$77.2K – 1419
2023
Q1 		$77.2K Buy
+9,712
New +$86.9K 0.01% 473

Other funds holding NEX

CCM
Cerberus Capital Management New York $2.1B AUM 36.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

WealthPLAN Partners's NEX Position: Q2 2023 in Review

WealthPLAN Partners sold out of NexTier Oilfield Solutions Inc. (NEX) in Q2 2023, closing a stake of 9,712 shares — an estimated $77.2K sold.

WealthPLAN Partners first reported a position in NEX in Q1 2023 and held it in 1 quarter. The position peaked at $77.2K in Q1 2023. 229 funds tracked by Wall St. Rank hold NEX as of Q2 2023.

  • WealthPLAN Partners reported no remaining NexTier Oilfield Solutions Inc. position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 9,712 NexTier Oilfield Solutions Inc. shares in Q2 2023, an estimated $77.2K.
  • WealthPLAN Partners first reported a position in NexTier Oilfield Solutions Inc. in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's NexTier Oilfield Solutions Inc. position peaked at $77.2K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.