Glassman Wealth Services’s Neighborhood Intelligence, Inc. Common Stock NXH Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-94	Closed	-$2.35K	–	460
2023 Q4	$2.35K	Sell	94 -331	-78%	-$5.7K	﹤0.01%	1300
2023 Q3	$6.11K	Buy	425 +416	+4,622%	+$10.2K	﹤0.01%	1001
2023 Q2	$261	Hold	9	–	–	﹤0.01%	1764
2023 Q1	$162	Sell	9 -484	-98%	-$9.03K	﹤0.01%	1837
2022 Q4	$8.67K	Buy	493 +77	+19%	+$1.66K	﹤0.01%	870
2022 Q3	$9K	Sell	416 -3	-0.7%	-$75	﹤0.01%	816
2022 Q2	$10K	Buy	419 +3	+0.7%	+$90	﹤0.01%	804
2022 Q1	$17K	Buy	416 +408	+5,100%	+$18.1K	﹤0.01%	689
2021 Q4	$0	Sell	8 -411	-98%	-$31K	﹤0.01%	1661
2021 Q3	$30K	Buy	419 +416	+13,867%	+$28.8K	0.01%	472
2021 Q2	$0	Sell	3 -350	-99%	-$25.4K	﹤0.01%	1464
2021 Q1	$21K	Buy	+353	New	+$23.9K	﹤0.01%	510

Other funds holding NXH

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

JCM

JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Glassman Wealth Services's NXH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Neighborhood Intelligence, Inc. Common Stock (NXH) in Q1 2024, closing a stake of 94 shares — an estimated $2.35K sold.

Glassman Wealth Services first reported a position in NXH in Q1 2021 and held it in 12 quarters. The position peaked at $30K in Q3 2021. 217 funds tracked by Wall St. Rank hold NXH as of Q1 2024.

Glassman Wealth Services reported no remaining Neighborhood Intelligence, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 94 Neighborhood Intelligence, Inc. Common Stock shares in Q1 2024, an estimated $2.35K.
Glassman Wealth Services first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q1 2021 and held it in 12 quarters.
Glassman Wealth Services's Neighborhood Intelligence, Inc. Common Stock position peaked at $30K in Q3 2021.
217 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.