EWM
NXH

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

Evermay 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
Q2 		– Sell
-228
Closed -$9K – 518
2022
Q1 		$9K Hold
228
– – ﹤0.01% 424
2021
Q4 		$12K Sell
228
-275
-55% -$20.8K ﹤0.01% 392
2021
Q3 		$36K Buy
+503
New +$34.9K 0.01% 296

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evermay Wealth Management's NXH Position: Q2 2022 in Review

Evermay Wealth Management sold out of Neighborhood Intelligence Inc (NXH) in Q2 2022, closing a stake of 228 shares — an estimated $9K sold.

Evermay Wealth Management first reported a position in NXH in Q3 2021 and held it in 3 quarters. The position peaked at $36K in Q3 2021. 231 funds tracked by Wall St. Rank hold NXH as of Q2 2022.

  • Evermay Wealth Management reported no remaining Neighborhood Intelligence Inc position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 228 Neighborhood Intelligence Inc shares in Q2 2022, an estimated $9K.
  • Evermay Wealth Management first reported a position in Neighborhood Intelligence Inc in Q3 2021 and held it in 3 quarters.
  • Evermay Wealth Management's Neighborhood Intelligence Inc position peaked at $36K in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.