Number of Shares
293,839.00
Current Holdings Value*
$52.18 Mil
% of Portfolio
3.45%
Total Estimate Gain
$59.04 Mil
% of Total Estimate Gain
164.14%

NEXT Financial Group, Inc's Apple Inc Holding Summary

As of 2021-12-31, NEXT Financial Group, Inc held 293,839.00 shares of Apple Inc(AAPL), totaling $52.18 Mil. This investment constitutes 3.45% of their stock portfolio, and NEXT Financial Group, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q2. And since then NEXT Financial Group, Inc has made 11 purchases of AAPL, at an average price of $31.48, for a total of 1.14 Mil shares. In addition, there have been 9 sales at an average price of $39.97 for 848,877.00 shares. Based on historical transaction data and AAPL's current price of $207.86, NEXT Financial Group, Inc's estimated gain on his AAPL holdings is $59.04 Mil, reflecting a 164.14% gain to date.

NEXT Financial Group, Inc AAPL ($207.86) Holding Chart

NEXT Financial Group, Inc AAPL ($207.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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