Beacon Investment Advisory Services’s Neighborhood Intelligence Inc NXH Stock Holding History

Beacon Investment Advisory Services’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
2022 Q4	–	Sell	-17,014	Closed	-$377K	–	282
2022 Q3	$377K	Sell	17,014 -1,422	-8%	-$35.7K	0.02%	207
2022 Q2	$419K	Sell	18,436 -81	-0.4%	-$2.44K	0.02%	204
2022 Q1	$740K	Buy	18,517 +375	+2%	+$16.7K	0.03%	182
2021 Q4	$973K	Buy	18,142 +861	+5%	+$65K	0.04%	168
2021 Q3	$1.22M	Buy	17,281 +2,598	+18%	+$180K	0.05%	154
2021 Q2	$1.23M	Buy	+14,683	New	+$1.07M	0.05%	157

Other funds holding NXH

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Beacon Investment Advisory Services's NXH Position: Q4 2022 in Review

Beacon Investment Advisory Services sold out of Neighborhood Intelligence Inc (NXH) in Q4 2022, closing a stake of 17,014 shares — an estimated $377K sold.

Beacon Investment Advisory Services first reported a position in NXH in Q2 2021 and held it in 6 quarters. The position peaked at $1.23M in Q2 2021. 213 funds tracked by Wall St. Rank hold NXH as of Q4 2022.

Beacon Investment Advisory Services reported no remaining Neighborhood Intelligence Inc position as of Q4 2022 after selling out during the quarter.
Beacon Investment Advisory Services sold 17,014 Neighborhood Intelligence Inc shares in Q4 2022, an estimated $377K.
Beacon Investment Advisory Services first reported a position in Neighborhood Intelligence Inc in Q2 2021 and held it in 6 quarters.
Beacon Investment Advisory Services's Neighborhood Intelligence Inc position peaked at $1.23M in Q2 2021.
213 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q4 2022.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2022, filed 13 Jan 2023.