AWM
NXH

AE Wealth Management’s Neighborhood Intelligence Inc NXH Stock Holding History

AE Wealth Management’s Portfolio NXH Stock Details NXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,880
Closed -$266K – 1268
2023
Q4 		$266K Buy
+12,880
New +$222K ﹤0.01% 1770

Other funds holding NXH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

AE Wealth Management's NXH Position: Q1 2024 in Review

AE Wealth Management sold out of Neighborhood Intelligence Inc (NXH) in Q1 2024, closing a stake of 12,880 shares — an estimated $266K sold.

AE Wealth Management first reported a position in NXH in Q4 2023 and held it in 1 quarter. The position peaked at $266K in Q4 2023. 217 funds tracked by Wall St. Rank hold NXH as of Q1 2024.

  • AE Wealth Management reported no remaining Neighborhood Intelligence Inc position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 12,880 Neighborhood Intelligence Inc shares in Q1 2024, an estimated $266K.
  • AE Wealth Management first reported a position in Neighborhood Intelligence Inc in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Neighborhood Intelligence Inc position peaked at $266K in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.