CWMGP
NXH

Capstone Wealth Management Group (Pennsylvania)’s Neighborhood Intelligence Inc NXH Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
Q4 		– Sell
-103,755
Closed -$951K – 75
2024
Q3 		$951K Buy
103,755
+23,015
+29% +$237K 0.56% 42
2024
Q2 		$960K Buy
80,740
+25,778
+47% +$458K 0.63% 39
2024
Q1 		$1.79M Buy
54,962
+34,227
+165% +$880K 1.29% 19
2023
Q4 		$522K Buy
+20,735
New +$357K 0.49% 39

Other funds holding NXH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s NXH Position: Q4 2024 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Neighborhood Intelligence Inc (NXH) in Q4 2024, closing a stake of 103,755 shares — an estimated $951K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in NXH in Q4 2023 and held it in 4 quarters. The position peaked at $1.79M in Q1 2024. 187 funds tracked by Wall St. Rank hold NXH as of Q4 2024.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Neighborhood Intelligence Inc position as of Q4 2024 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 103,755 Neighborhood Intelligence Inc shares in Q4 2024, an estimated $951K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Neighborhood Intelligence Inc in Q4 2023 and held it in 4 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s Neighborhood Intelligence Inc position peaked at $1.79M in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q4 2024.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q4 2024, filed 14 Jan 2025.