Onyx Bridge Wealth Group’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Onyx Bridge Wealth Group’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
2024 Q4	–	Sell	-10,163	Closed	-$130K	–	299
2024 Q3	$130K	Sell	10,163 -2,550	-20%	-$31.6K	0.02%	269
2024 Q2	$164K	Hold	12,713	–	–	0.03%	252
2024 Q1	$149K	Sell	12,713 -2,550	-17%	-$29.4K	0.03%	243
2023 Q4	$167K	Hold	15,263	–	–	0.03%	234
2023 Q3	$159K	Hold	15,263	–	–	0.04%	217
2023 Q2	$167K	Hold	15,263	–	–	0.04%	220
2023 Q1	$159K	Hold	15,263	–	–	0.06%	167
2022 Q4	$143K	Hold	15,263	–	–	0.06%	167
2022 Q3	$140K	Sell	15,263 -1,018	-6%	-$10.8K	0.06%	153
2022 Q2	$168K	Hold	16,281	–	–	0.07%	147
2022 Q1	$188K	Hold	16,281	–	–	0.07%	137
2021 Q4	$286K	Buy	+16,281	New	+$298K	0.1%	119

Other funds holding NBXG

SCM

Saba Capital Management New York $3.62B AUM 13% 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

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

COLIM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Onyx Bridge Wealth Group's NBXG Position: Q4 2024 in Review

Onyx Bridge Wealth Group sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q4 2024, closing a stake of 10,163 shares — an estimated $130K sold.

Onyx Bridge Wealth Group first reported a position in NBXG in Q4 2021 and held it in 12 quarters. The position peaked at $286K in Q4 2021. 82 funds tracked by Wall St. Rank hold NBXG as of Q4 2024.

Onyx Bridge Wealth Group reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q4 2024 after selling out during the quarter.
Onyx Bridge Wealth Group sold 10,163 Neuberger Next Generation Connectivity Fund Inc shares in Q4 2024, an estimated $130K.
Onyx Bridge Wealth Group first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2021 and held it in 12 quarters.
Onyx Bridge Wealth Group's Neuberger Next Generation Connectivity Fund Inc position peaked at $286K in Q4 2021.
82 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q4 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2024, filed 27 Jan 2025.