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

HighMark 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 Q3	–	Sell	-44	Closed	-$1.3K	–	570
2023 Q2	$1.3K	Hold	44	–	–	﹤0.01%	488
2023 Q1	$811	Hold	44	–	–	﹤0.01%	546
2022 Q4	$774	Sell	44 -517	-92%	-$11.1K	﹤0.01%	489
2022 Q3	$12K	Buy	561 +517	+1,175%	+$13K	0.01%	215
2022 Q2	$1K	Buy	+44	New	+$1.32K	﹤0.01%	463
2020 Q2	–	Sell	-2,729	Closed	-$11K	–	432
2020 Q1	$11K	Sell	2,729 -272	-9%	-$1.48K	0.01%	144
2019 Q4	$15K	Buy	+3,001	New	+$20.1K	0.02%	155

Other funds holding NXH

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

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

JCM

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

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

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

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

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

RHJA

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

HighMark Wealth Management's NXH Position: Q3 2023 in Review

HighMark Wealth Management sold out of Neighborhood Intelligence Inc (NXH) in Q3 2023, closing a stake of 44 shares — an estimated $1.3K sold.

HighMark Wealth Management first reported a position in NXH in Q4 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 184 funds tracked by Wall St. Rank hold NXH as of Q3 2023.

HighMark Wealth Management reported no remaining Neighborhood Intelligence Inc position as of Q3 2023 after selling out during the quarter.
HighMark Wealth Management sold 44 Neighborhood Intelligence Inc shares in Q3 2023, an estimated $1.3K.
HighMark Wealth Management first reported a position in Neighborhood Intelligence Inc in Q4 2019 and held it in 7 quarters.
HighMark Wealth Management's Neighborhood Intelligence Inc position peaked at $15K in Q4 2019.
184 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q3 2023.

Based on HighMark Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.