NewSquare Capital’s Neighborhood Intelligence, Inc. Common Stock NXH Stock Holding History

NewSquare Capital’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
2024 Q2	–	Sell	-23	Closed	-$754	–	370
2024 Q1	$754	Hold	23	–	–	﹤0.01%	374
2023 Q4	$581	Hold	23	–	–	﹤0.01%	430
2023 Q3	$332	Sell	23 -98	-81%	-$2.4K	﹤0.01%	539
2023 Q2	$3.58K	Hold	121	–	–	﹤0.01%	455
2023 Q1	$2.23K	Buy	121 +46	+61%	+$858	﹤0.01%	561
2022 Q4	$1.32K	Buy	+75	New	+$1.61K	﹤0.01%	543

Other funds holding NXH

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

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

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

JCM

JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewSquare Capital's NXH Position: Q2 2024 in Review

NewSquare Capital sold out of Neighborhood Intelligence, Inc. Common Stock (NXH) in Q2 2024, closing a stake of 23 shares — an estimated $754 sold.

NewSquare Capital first reported a position in NXH in Q4 2022 and held it in 6 quarters. The position peaked at $3.58K in Q2 2023. 209 funds tracked by Wall St. Rank hold NXH as of Q2 2024.

NewSquare Capital reported no remaining Neighborhood Intelligence, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
NewSquare Capital sold 23 Neighborhood Intelligence, Inc. Common Stock shares in Q2 2024, an estimated $754.
NewSquare Capital first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
NewSquare Capital's Neighborhood Intelligence, Inc. Common Stock position peaked at $3.58K in Q2 2023.
209 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.