EWA
NXH

EP Wealth Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

EP Wealth Advisors’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
2021
Q3 		– Sell
-2,494
Closed -$209K – 533
2021
Q2 		$209K Buy
+2,494
New +$181K 0.01% 507

Other funds holding NXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSCU
Half Sky Capital (UK) London, United Kingdom $30.5M AUM 67.32% 1-Year Est. Return

EP Wealth Advisors's NXH Position: Q3 2021 in Review

EP Wealth Advisors sold out of Neighborhood Intelligence Inc (NXH) in Q3 2021, closing a stake of 2,494 shares — an estimated $209K sold.

EP Wealth Advisors first reported a position in NXH in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 251 funds tracked by Wall St. Rank hold NXH as of Q3 2021.

  • EP Wealth Advisors reported no remaining Neighborhood Intelligence Inc position as of Q3 2021 after selling out during the quarter.
  • EP Wealth Advisors sold 2,494 Neighborhood Intelligence Inc shares in Q3 2021, an estimated $209K.
  • EP Wealth Advisors first reported a position in Neighborhood Intelligence Inc in Q2 2021 and held it in 1 quarter.
  • EP Wealth Advisors's Neighborhood Intelligence Inc position peaked at $209K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q3 2021.

Based on EP Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.