IWC
NXH

Integrated Wealth Concepts’s Neighborhood Intelligence Inc NXH Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-11,000
Closed -$131K – 1683
2024
Q2 		$131K Buy
+11,000
New +$195K ﹤0.01% 1560

Other funds holding NXH

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's NXH Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of Neighborhood Intelligence Inc (NXH) in Q3 2024, closing a stake of 11,000 shares — an estimated $131K sold.

Integrated Wealth Concepts first reported a position in NXH in Q2 2024 and held it in 1 quarter. The position peaked at $131K in Q2 2024. 198 funds tracked by Wall St. Rank hold NXH as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining Neighborhood Intelligence Inc position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,000 Neighborhood Intelligence Inc shares in Q3 2024, an estimated $131K.
  • Integrated Wealth Concepts first reported a position in Neighborhood Intelligence Inc in Q2 2024 and held it in 1 quarter.
  • Integrated Wealth Concepts's Neighborhood Intelligence Inc position peaked at $131K in Q2 2024.
  • 198 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.