LWM
NXH

Laidlaw Wealth Management’s Neighborhood Intelligence Inc NXH Stock Holding History

Laidlaw Wealth Management’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
2023
Q3 		– Sell
-12,155
Closed -$360K – 280
2023
Q2 		$360K Buy
12,155
+495
+4% +$9.14K 0.07% 236
2023
Q1 		$215K Hold
11,660
– – 0.04% 322
2022
Q4 		$205K Buy
+11,660
New +$251K 0.04% 333

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
JCM
JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Laidlaw Wealth Management's NXH Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Neighborhood Intelligence Inc (NXH) in Q3 2023, closing a stake of 12,155 shares — an estimated $360K sold.

Laidlaw Wealth Management first reported a position in NXH in Q4 2022 and held it in 3 quarters. The position peaked at $360K in Q2 2023. 184 funds tracked by Wall St. Rank hold NXH as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Neighborhood Intelligence Inc position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 12,155 Neighborhood Intelligence Inc shares in Q3 2023, an estimated $360K.
  • Laidlaw Wealth Management first reported a position in Neighborhood Intelligence Inc in Q4 2022 and held it in 3 quarters.
  • Laidlaw Wealth Management's Neighborhood Intelligence Inc position peaked at $360K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.