JWA
NBXG

JFS Wealth Advisors’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

JFS Wealth Advisors’s Portfolio NBXG Stock Details NBXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39
Closed -$501 – 1975
2024
Q3 		$501 Hold
39
– – ﹤0.01% 1797
2024
Q2 		$504 Hold
39
– – ﹤0.01% 1803
2024
Q1 		$459 Buy
+39
New +$449 ﹤0.01% 1800

Other funds holding NBXG

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFS Wealth Advisors's NBXG Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q4 2024, closing a stake of 39 shares — an estimated $501 sold.

JFS Wealth Advisors first reported a position in NBXG in Q1 2024 and held it in 3 quarters. The position peaked at $504 in Q2 2024. 82 funds tracked by Wall St. Rank hold NBXG as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 39 Neuberger Next Generation Connectivity Fund Inc shares in Q4 2024, an estimated $501.
  • JFS Wealth Advisors first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q1 2024 and held it in 3 quarters.
  • JFS Wealth Advisors's Neuberger Next Generation Connectivity Fund Inc position peaked at $504 in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.