Ken Fisher
NBXG

Ken Fisher’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Ken Fisher’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
2023
Q4 		– Sell
-41,490
Closed -$432K – 1077
2023
Q3 		$432K Buy
+41,490
New +$446K ﹤0.01% 868

Other funds holding NBXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ken Fisher's NBXG Position: Q4 2023 in Review

Ken Fisher sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q4 2023, closing a stake of 41,490 shares — an estimated $432K sold.

Ken Fisher first reported a position in NBXG in Q3 2023 and held it in 1 quarter. The position peaked at $432K in Q3 2023. 78 funds tracked by Wall St. Rank hold NBXG as of Q4 2023.

  • Ken Fisher reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 41,490 Neuberger Next Generation Connectivity Fund Inc shares in Q4 2023, an estimated $432K.
  • Ken Fisher first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q3 2023 and held it in 1 quarter.
  • Ken Fisher's Neuberger Next Generation Connectivity Fund Inc position peaked at $432K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.