Sheets Smith Wealth Management’s Neighborhood Intelligence Inc NXH Stock Holding History

Sheets Smith Wealth Management’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
2022 Q2	–	Sell	-5,701	Closed	-$228K	–	310
2022 Q1	$228K	Buy	+5,701	New	+$253K	0.03%	320
2021 Q4	–	Sell	-4,687	Closed	-$332K	–	378
2021 Q3	$332K	Buy	4,687 +1,804	+63%	+$125K	0.05%	282
2021 Q2	$242K	Buy	+2,883	New	+$209K	0.03%	328

Other funds holding NXH

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

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

Sheets Smith Wealth Management's NXH Position: Q2 2022 in Review

Sheets Smith Wealth Management sold out of Neighborhood Intelligence Inc (NXH) in Q2 2022, closing a stake of 5,701 shares — an estimated $228K sold.

Sheets Smith Wealth Management first reported a position in NXH in Q2 2021 and held it in 3 quarters. The position peaked at $332K in Q3 2021. 231 funds tracked by Wall St. Rank hold NXH as of Q2 2022.

Sheets Smith Wealth Management reported no remaining Neighborhood Intelligence Inc position as of Q2 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 5,701 Neighborhood Intelligence Inc shares in Q2 2022, an estimated $228K.
Sheets Smith Wealth Management first reported a position in Neighborhood Intelligence Inc in Q2 2021 and held it in 3 quarters.
Sheets Smith Wealth Management's Neighborhood Intelligence Inc position peaked at $332K in Q3 2021.
231 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.