CW
NXH

CreativeOne Wealth’s Neighborhood Intelligence Inc NXH Stock Holding History

CreativeOne Wealth’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
Q3 		– Sell
-85,165
Closed -$2.52M – 612
2023
Q2 		$2.52M Sell
85,165
-517
-0.6% -$9.55K 0.12% 163
2023
Q1 		$1.58M Buy
85,682
+15,125
+21% +$282K 0.08% 232
2022
Q4 		$1.24M Buy
70,557
+10,924
+18% +$235K 0.07% 253
2022
Q3 		$1.32M Buy
59,633
+38
+0.1% +$953 0.08% 219
2022
Q2 		$1.35M Buy
59,595
+7,544
+14% +$227K 0.07% 208
2022
Q1 		$2.08M Buy
52,051
+12
+0% +$533 0.11% 153
2021
Q4 		$2.79M Hold
52,039
– – 0.14% 126
2021
Q3 		$3.69M Hold
52,039
– – 0.22% 87
2021
Q2 		$4.36M Buy
52,039
+55
+0.1% +$4K 0.27% 80
2021
Q1 		$3.13M Buy
51,984
+14
+0% +$947 0.24% 73
2020
Q4 		$2.27M Buy
+51,970
New +$3.07M 0.19% 94

Other funds holding NXH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CreativeOne Wealth's NXH Position: Q3 2023 in Review

CreativeOne Wealth sold out of Neighborhood Intelligence Inc (NXH) in Q3 2023, closing a stake of 85,165 shares — an estimated $2.52M sold.

CreativeOne Wealth first reported a position in NXH in Q4 2020 and held it in 11 quarters. The position peaked at $4.36M in Q2 2021. 184 funds tracked by Wall St. Rank hold NXH as of Q3 2023.

  • CreativeOne Wealth reported no remaining Neighborhood Intelligence Inc position as of Q3 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 85,165 Neighborhood Intelligence Inc shares in Q3 2023, an estimated $2.52M.
  • CreativeOne Wealth first reported a position in Neighborhood Intelligence Inc in Q4 2020 and held it in 11 quarters.
  • CreativeOne Wealth's Neighborhood Intelligence Inc position peaked at $4.36M in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.