PWMG
NBXG

Private Wealth Management Group’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Private Wealth Management 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
Q3 		– Sell
-1,000
Closed -$12.9K – 1530
2024
Q2 		$12.9K Hold
1,000
– – 0.01% 381
2024
Q1 		$11.8K Buy
+1,000
New +$11.5K 0.01% 371

Other funds holding NBXG

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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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Management Group's NBXG Position: Q3 2024 in Review

Private Wealth Management Group sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q3 2024, closing a stake of 1,000 shares — an estimated $12.9K sold.

Private Wealth Management Group first reported a position in NBXG in Q1 2024 and held it in 2 quarters. The position peaked at $12.9K in Q2 2024. 71 funds tracked by Wall St. Rank hold NBXG as of Q3 2024.

  • Private Wealth Management Group reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 1,000 Neuberger Next Generation Connectivity Fund Inc shares in Q3 2024, an estimated $12.9K.
  • Private Wealth Management Group first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q1 2024 and held it in 2 quarters.
  • Private Wealth Management Group's Neuberger Next Generation Connectivity Fund Inc position peaked at $12.9K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q3 2024.

Based on Private Wealth Management Group's 13F filing for Q3 2024, filed 29 Oct 2024.