CWP
NXH

Concord Wealth Partners’s Neighborhood Intelligence Inc NXH Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-7
Closed -$116 – 1025
2022
Q4 		$116 Buy
+7
New +$150 ﹤0.01% 1222
2022
Q3 		– Sell
-17
Closed – – 291
2022
Q2 		$0 Sell
17
-209
-92% -$6.28K ﹤0.01% 1251
2022
Q1 		$9K Sell
226
-36
-14% -$1.6K ﹤0.01% 796
2021
Q4 		$14K Buy
262
+42
+19% +$3.17K ﹤0.01% 708
2021
Q3 		$16K Sell
220
-67
-23% -$4.64K 0.01% 411
2021
Q2 		$24K Sell
287
-159
-36% -$11.6K 0.01% 467
2021
Q1 		$27K Buy
446
+405
+988% +$27.4K 0.01% 423
2020
Q4 		$2K Buy
+41
New +$2.43K ﹤0.01% 519

Other funds holding NXH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Concord Wealth Partners's NXH Position: Q1 2023 in Review

Concord Wealth Partners sold out of Neighborhood Intelligence Inc (NXH) in Q1 2023, closing a stake of 7 shares — an estimated $116 sold.

Concord Wealth Partners first reported a position in NXH in Q4 2020 and held it in 8 quarters. The position peaked at $27K in Q1 2021. 189 funds tracked by Wall St. Rank hold NXH as of Q1 2023.

  • Concord Wealth Partners reported no remaining Neighborhood Intelligence Inc position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 7 Neighborhood Intelligence Inc shares in Q1 2023, an estimated $116.
  • Concord Wealth Partners first reported a position in Neighborhood Intelligence Inc in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Neighborhood Intelligence Inc position peaked at $27K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.