PFA
NXH

Peak Financial Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

Peak Financial Advisors’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
Q4 		– Sell
-16,132
Closed -$1.14M – 79
2021
Q3 		$1.14M Buy
16,132
+1,766
+12% +$122K 1.01% 30
2021
Q2 		$1.2M Buy
+14,366
New +$1.04M 1.04% 35

Other funds holding NXH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Peak Financial Advisors's NXH Position: Q4 2021 in Review

Peak Financial Advisors sold out of Neighborhood Intelligence Inc (NXH) in Q4 2021, closing a stake of 16,132 shares — an estimated $1.14M sold.

Peak Financial Advisors first reported a position in NXH in Q2 2021 and held it in 2 quarters. The position peaked at $1.2M in Q2 2021. 256 funds tracked by Wall St. Rank hold NXH as of Q4 2021.

  • Peak Financial Advisors reported no remaining Neighborhood Intelligence Inc position as of Q4 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 16,132 Neighborhood Intelligence Inc shares in Q4 2021, an estimated $1.14M.
  • Peak Financial Advisors first reported a position in Neighborhood Intelligence Inc in Q2 2021 and held it in 2 quarters.
  • Peak Financial Advisors's Neighborhood Intelligence Inc position peaked at $1.2M in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q4 2021.

Based on Peak Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.