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

Focused 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 Q4	–	Sell	-2,833	Closed	-$60.9K	–	1101
2022 Q3	$63K	Sell	2,833 -385	-12%	-$9.65K	0.01%	242
2022 Q2	$73K	Sell	3,218 -368	-10%	-$11.1K	0.01%	228
2022 Q1	$143K	Sell	3,586 -1,128	-24%	-$50.1K	0.02%	176
2021 Q4	$253K	Sell	4,714 -1,210	-20%	-$91.4K	0.04%	153
2021 Q3	$420K	Sell	5,924 -38	-0.6%	-$2.63K	0.07%	109
2021 Q2	$500K	Buy	+5,962	New	+$433K	0.08%	96
2020 Q2	–	Sell	-254	Closed	-$1K	–	760
2020 Q1	$1K	Sell	254 -26	-9%	-$141	﹤0.01%	645
2019 Q4	$1K	Hold	280	–	–	﹤0.01%	666
2019 Q3	$2K	Buy	+280	New	+$3.83K	﹤0.01%	627

Other funds holding NXH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Focused Wealth Management's NXH Position: Q4 2022 in Review

Focused Wealth Management sold out of Neighborhood Intelligence Inc (NXH) in Q4 2022, closing a stake of 2,833 shares — an estimated $60.9K sold.

Focused Wealth Management first reported a position in NXH in Q3 2019 and held it in 9 quarters. The position peaked at $500K in Q2 2021. 213 funds tracked by Wall St. Rank hold NXH as of Q4 2022.

Focused Wealth Management reported no remaining Neighborhood Intelligence Inc position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 2,833 Neighborhood Intelligence Inc shares in Q4 2022, an estimated $60.9K.
Focused Wealth Management first reported a position in Neighborhood Intelligence Inc in Q3 2019 and held it in 9 quarters.
Focused Wealth Management's Neighborhood Intelligence Inc position peaked at $500K in Q2 2021.
213 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.