CIA
NBXG

Cape Investment Advisory’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Cape Investment Advisory’s Portfolio NBXG Stock Details NBXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,940
Closed -$218K – 1089
2023
Q4 		$218K Buy
+19,940
New +$208K 0.11% 135

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UBS Group
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1CP
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cape Investment Advisory's NBXG Position: Q1 2024 in Review

Cape Investment Advisory sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q1 2024, closing a stake of 19,940 shares — an estimated $218K sold.

Cape Investment Advisory first reported a position in NBXG in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 79 funds tracked by Wall St. Rank hold NBXG as of Q1 2024.

  • Cape Investment Advisory reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 19,940 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2024, an estimated $218K.
  • Cape Investment Advisory first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Neuberger Next Generation Connectivity Fund Inc position peaked at $218K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.