CWM
NXH

Curi Wealth Management’s Neighborhood Intelligence Inc NXH Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-1,196
Closed -$27K – 263
2022
Q2 		$27K Sell
1,196
-1,626
-58% -$48.9K 0.01% 273
2022
Q1 		$112K Hold
2,822
– – 0.02% 149
2021
Q4 		$151K Buy
+2,822
New +$213K 0.03% 123

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Curi Wealth Management's NXH Position: Q3 2022 in Review

Curi Wealth Management sold out of Neighborhood Intelligence Inc (NXH) in Q3 2022, closing a stake of 1,196 shares — an estimated $27K sold.

Curi Wealth Management first reported a position in NXH in Q4 2021 and held it in 3 quarters. The position peaked at $151K in Q4 2021. 207 funds tracked by Wall St. Rank hold NXH as of Q3 2022.

  • Curi Wealth Management reported no remaining Neighborhood Intelligence Inc position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,196 Neighborhood Intelligence Inc shares in Q3 2022, an estimated $27K.
  • Curi Wealth Management first reported a position in Neighborhood Intelligence Inc in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Neighborhood Intelligence Inc position peaked at $151K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.