IPW
NXH

Impact Partnership Wealth’s Neighborhood Intelligence, Inc. Common Stock NXH Stock Holding History

Impact Partnership Wealth’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
-2,016
Closed -$50.8K – 728
2023
Q4 		$50.8K Sell
2,016
-2,258
-53% -$38.9K 0.02% 321
2023
Q3 		$61.5K Buy
4,274
+505
+13% +$12.4K 0.02% 368
2023
Q2 		$112K Buy
+3,769
New +$69.6K 0.04% 171

Other funds holding NXH

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Impact Partnership Wealth's NXH Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Neighborhood Intelligence, Inc. Common Stock (NXH) in Q1 2024, closing a stake of 2,016 shares — an estimated $50.8K sold.

Impact Partnership Wealth first reported a position in NXH in Q2 2023 and held it in 3 quarters. The position peaked at $112K in Q2 2023. 217 funds tracked by Wall St. Rank hold NXH as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Neighborhood Intelligence, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,016 Neighborhood Intelligence, Inc. Common Stock shares in Q1 2024, an estimated $50.8K.
  • Impact Partnership Wealth first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Neighborhood Intelligence, Inc. Common Stock position peaked at $112K in Q2 2023.
  • 217 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.