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

Midwest 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
2022 Q1	$653K	Sell	16,330 -52	-0.3%	-$2.31K	0.4%	76
2021 Q4	$879K	Buy	16,382 +1,105	+7%	+$83.5K	0.55%	74
2021 Q3	$1.08M	Buy	15,277 +743	+5%	+$51.5K	0.74%	70
2021 Q2	$1.22M	Buy	14,534 +1,586	+12%	+$115K	0.87%	51
2021 Q1	$780K	Sell	12,948 -6,966	-35%	-$471K	0.63%	72
2020 Q4	$868K	Buy	+19,914	New	+$1.18M	0.79%	55

Other funds holding NXH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Midwest Wealth Management's NXH Position: Q1 2022 in Review

Midwest Wealth Management reduced its Neighborhood Intelligence Inc (NXH) stake by 0.32% in Q1 2022, selling an estimated $2.31K and leaving 16,330 shares worth $653K. The position accounts for 0.4% of the portfolio, ranked #76.

Midwest Wealth Management first reported a position in NXH in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.22M in Q2 2021. 242 funds tracked by Wall St. Rank hold NXH as of Q1 2022.

Midwest Wealth Management held 16,330 shares of Neighborhood Intelligence Inc worth $653K as of Q1 2022.
Midwest Wealth Management sold 52 Neighborhood Intelligence Inc shares in Q1 2022, an estimated $2.31K.
Neighborhood Intelligence Inc made up 0.4% of Midwest Wealth Management's portfolio in Q1 2022, its #76 holding.
Midwest Wealth Management first reported a position in Neighborhood Intelligence Inc in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Neighborhood Intelligence Inc position peaked at $1.22M in Q2 2021.
242 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.