IAA
NXH

Independent Advisor Alliance’s Neighborhood Intelligence Inc NXH Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-64,240
Closed -$2.8M – 598
2020
Q4 		$2.8M Buy
+64,240
New +$3.8M 0.19% 109
2020
Q1 		– Sell
-34,872
Closed -$185K – 469
2019
Q4 		$185K Buy
+34,872
New +$234K 0.01% 831

Other funds holding NXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Independent Advisor Alliance's NXH Position: Q1 2021 in Review

Independent Advisor Alliance sold out of Neighborhood Intelligence Inc (NXH) in Q1 2021, closing a stake of 64,240 shares — an estimated $2.8M sold.

Independent Advisor Alliance first reported a position in NXH in Q4 2019 and held it in 2 quarters. The position peaked at $2.8M in Q4 2020. 240 funds tracked by Wall St. Rank hold NXH as of Q1 2021.

  • Independent Advisor Alliance reported no remaining Neighborhood Intelligence Inc position as of Q1 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 64,240 Neighborhood Intelligence Inc shares in Q1 2021, an estimated $2.8M.
  • Independent Advisor Alliance first reported a position in Neighborhood Intelligence Inc in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Neighborhood Intelligence Inc position peaked at $2.8M in Q4 2020.
  • 240 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2021.

Based on Independent Advisor Alliance's 13F filing for Q1 2021, filed 14 May 2021.