Capstone Wealth Management Group (Pennsylvania)’s Neighborhood Intelligence, Inc. Common Stock 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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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. Common Stock (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. Common Stock position as of Q4 2024 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 103,755 Neighborhood Intelligence, Inc. Common Stock shares in Q4 2024, an estimated $951K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q4 2023 and held it in 4 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Neighborhood Intelligence, Inc. Common Stock position peaked at $1.79M in Q1 2024.
187 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q4 2024.

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