OFG
NBXG

OTA Financial Group’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

OTA Financial 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
2023
Q1 		– Sell
-139,335
Closed -$1.27M – 66
2022
Q4 		$1.27M Buy
+139,335
New +$1.32M 1.26% 11

Other funds holding NBXG

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

OTA Financial Group's NBXG Position: Q1 2023 in Review

OTA Financial Group sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q1 2023, closing a stake of 139,335 shares — an estimated $1.27M sold.

OTA Financial Group first reported a position in NBXG in Q4 2022 and held it in 1 quarter. The position peaked at $1.27M in Q4 2022. 64 funds tracked by Wall St. Rank hold NBXG as of Q1 2023.

  • OTA Financial Group reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 139,335 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2023, an estimated $1.27M.
  • OTA Financial Group first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2022 and held it in 1 quarter.
  • OTA Financial Group's Neuberger Next Generation Connectivity Fund Inc position peaked at $1.27M in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.