Concord Wealth Partners’s Neighborhood Intelligence, Inc. Common Stock 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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. Common Stock (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. Common Stock position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 7 Neighborhood Intelligence, Inc. Common Stock shares in Q1 2023, an estimated $116.
Concord Wealth Partners first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q4 2020 and held it in 8 quarters.
Concord Wealth Partners's Neighborhood Intelligence, Inc. Common Stock position peaked at $27K in Q1 2021.
189 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q1 2023.

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