Arete Wealth Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

Arete Wealth Advisors’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	-9,754	Closed	-$246K	–	429
2023 Q4	$246K	Buy	+9,754	New	+$168K	0.02%	603
2023 Q3	–	Sell	-11,980	Closed	-$355K	–	530
2023 Q2	$355K	Sell	11,980 -593	-5%	-$10.9K	0.03%	446
2023 Q1	$232K	Buy	+12,573	New	+$234K	0.02%	543
2022 Q4	–	Sell	-23,107	Closed	-$511K	–	644
2022 Q3	$511K	Buy	23,107 +716	+3%	+$18K	0.05%	293
2022 Q2	$509K	Buy	+22,391	New	+$673K	0.05%	243
2022 Q1	–	Sell	-13,272	Closed	-$721K	–	514
2021 Q4	$721K	Buy	13,272 +1,198	+10%	+$90.5K	0.06%	224
2021 Q3	$855K	Buy	12,074 +4,016	+50%	+$278K	0.09%	182
2021 Q2	$675K	Buy	+8,058	New	+$586K	0.09%	167

Other funds holding NXH

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Arete Wealth Advisors's NXH Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Neighborhood Intelligence Inc (NXH) in Q1 2024, closing a stake of 9,754 shares — an estimated $246K sold.

Arete Wealth Advisors first reported a position in NXH in Q2 2021 and held it in 8 quarters. The position peaked at $855K in Q3 2021. 217 funds tracked by Wall St. Rank hold NXH as of Q1 2024.

Arete Wealth Advisors reported no remaining Neighborhood Intelligence Inc position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 9,754 Neighborhood Intelligence Inc shares in Q1 2024, an estimated $246K.
Arete Wealth Advisors first reported a position in Neighborhood Intelligence Inc in Q2 2021 and held it in 8 quarters.
Arete Wealth Advisors's Neighborhood Intelligence Inc position peaked at $855K in Q3 2021.
217 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.