IFPG
NXH

Intrepid Financial Planning Group’s Neighborhood Intelligence Inc NXH Stock Holding History

Intrepid Financial Planning Group’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
Q2 		– Sell
-7,266
Closed -$237K – 128
2024
Q1 		$237K Buy
+7,266
New +$187K 0.1% 111
2023
Q3 		– Sell
-8,333
Closed -$247K – 121
2023
Q2 		$247K Buy
+8,333
New +$154K 0.12% 100

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
JCM
JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intrepid Financial Planning Group's NXH Position: Q2 2024 in Review

Intrepid Financial Planning Group sold out of Neighborhood Intelligence Inc (NXH) in Q2 2024, closing a stake of 7,266 shares — an estimated $237K sold.

Intrepid Financial Planning Group first reported a position in NXH in Q2 2023 and held it in 2 quarters. The position peaked at $247K in Q2 2023. 209 funds tracked by Wall St. Rank hold NXH as of Q2 2024.

  • Intrepid Financial Planning Group reported no remaining Neighborhood Intelligence Inc position as of Q2 2024 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 7,266 Neighborhood Intelligence Inc shares in Q2 2024, an estimated $237K.
  • Intrepid Financial Planning Group first reported a position in Neighborhood Intelligence Inc in Q2 2023 and held it in 2 quarters.
  • Intrepid Financial Planning Group's Neighborhood Intelligence Inc position peaked at $247K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2024, filed 12 Aug 2024.