Next Financial Group’s Neighborhood Intelligence Inc NXH Stock Holding History

Next Financial Group’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
2021 Q1	–	Sell	-550	Closed	-$24K	–	2532
2020 Q4	$24K	Buy	+550	New	+$32.5K	﹤0.01%	1470
2020 Q2	–	Sell	-270	Closed	-$1K	–	780
2020 Q1	$1K	Sell	270 -1,848	-87%	-$10K	﹤0.01%	1991
2019 Q4	$11K	Buy	2,118 +1,290	+156%	+$8.64K	﹤0.01%	1733
2019 Q3	$7K	Buy	+828	New	+$11.3K	﹤0.01%	1802
2019 Q1	–	Sell	-419	Closed	-$4K	–	1678
2018 Q4	$4K	Hold	419	–	–	﹤0.01%	1583
2018 Q3	$9K	Buy	+419	New	+$10.3K	﹤0.01%	1003
2017 Q4	–	Sell	-523	Closed	-$11K	–	406
2017 Q3	$11K	Hold	523	–	–	﹤0.01%	1163
2017 Q2	$6K	Buy	+523	New	+$6.29K	﹤0.01%	1478

Other funds holding NXH

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

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Next Financial Group's NXH Position: Q1 2021 in Review

Next Financial Group sold out of Neighborhood Intelligence Inc (NXH) in Q1 2021, closing a stake of 550 shares — an estimated $24K sold.

Next Financial Group first reported a position in NXH in Q2 2017 and held it in 8 quarters. The position peaked at $24K in Q4 2020. 240 funds tracked by Wall St. Rank hold NXH as of Q1 2021.

Next Financial Group reported no remaining Neighborhood Intelligence Inc position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 550 Neighborhood Intelligence Inc shares in Q1 2021, an estimated $24K.
Next Financial Group first reported a position in Neighborhood Intelligence Inc in Q2 2017 and held it in 8 quarters.
Next Financial Group's Neighborhood Intelligence Inc position peaked at $24K in Q4 2020.
240 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.