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

Marcum Wealth’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
2022 Q1	–	Sell	-15,000	Closed	-$260K	–	395
2021 Q4	$260K	Hold	15,000	–	–	0.04%	284
2021 Q3	$286K	Buy	+15,000	New	+$297K	0.04%	244

Other funds holding NBXG

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Marcum Wealth's NBXG Position: Q1 2022 in Review

Marcum Wealth sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q1 2022, closing a stake of 15,000 shares — an estimated $260K sold.

Marcum Wealth first reported a position in NBXG in Q3 2021 and held it in 2 quarters. The position peaked at $286K in Q3 2021. 40 funds tracked by Wall St. Rank hold NBXG as of Q1 2022.

Marcum Wealth reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q1 2022 after selling out during the quarter.
Marcum Wealth sold 15,000 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2022, an estimated $260K.
Marcum Wealth first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q3 2021 and held it in 2 quarters.
Marcum Wealth's Neuberger Next Generation Connectivity Fund Inc position peaked at $286K in Q3 2021.
40 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.