FWM
NXH

Focused Wealth Management’s Neighborhood Intelligence, Inc. Common Stock 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
2023
Q1 		– Sell
-6,600
Closed -$17K – 1056
2022
Q4 		$17K Buy
+6,600
New +$142K ﹤0.01% 451

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
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. Common Stock (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. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 2,833 Neighborhood Intelligence, Inc. Common Stock shares in Q4 2022, an estimated $60.9K.
  • Focused Wealth Management first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q3 2019 and held it in 9 quarters.
  • Focused Wealth Management's Neighborhood Intelligence, Inc. Common Stock position peaked at $500K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q4 2022.

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