CWS
NXH

Confluence Wealth Services’s Neighborhood Intelligence Inc NXH Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-8
Closed – – 372
2021
Q4 		$0 Buy
+8
New +$604 ﹤0.01% 1231

Other funds holding NXH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Confluence Wealth Services's NXH Position: Q1 2022 in Review

Confluence Wealth Services sold out of Neighborhood Intelligence Inc (NXH) in Q1 2022, closing a stake of 8 shares.

Confluence Wealth Services first reported a position in NXH in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 242 funds tracked by Wall St. Rank hold NXH as of Q1 2022.

  • Confluence Wealth Services reported no remaining Neighborhood Intelligence Inc position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 8 Neighborhood Intelligence Inc shares in Q1 2022.
  • Confluence Wealth Services first reported a position in Neighborhood Intelligence Inc in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Neighborhood Intelligence Inc position peaked at $0 in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.