SWM
NXH

Spire Wealth Management’s Neighborhood Intelligence Inc NXH Stock Holding History

Spire 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
2021
Q4 		– Sell
-248
Closed -$18K – 2928
2021
Q3 		$18K Sell
248
-247
-50% -$17.1K ﹤0.01% 1886
2021
Q2 		$41K Buy
+495
New +$36K ﹤0.01% 1558

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

Spire Wealth Management's NXH Position: Q4 2021 in Review

Spire Wealth Management sold out of Neighborhood Intelligence Inc (NXH) in Q4 2021, closing a stake of 248 shares — an estimated $18K sold.

Spire Wealth Management first reported a position in NXH in Q2 2021 and held it in 2 quarters. The position peaked at $41K in Q2 2021. 256 funds tracked by Wall St. Rank hold NXH as of Q4 2021.

  • Spire Wealth Management reported no remaining Neighborhood Intelligence Inc position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 248 Neighborhood Intelligence Inc shares in Q4 2021, an estimated $18K.
  • Spire Wealth Management first reported a position in Neighborhood Intelligence Inc in Q2 2021 and held it in 2 quarters.
  • Spire Wealth Management's Neighborhood Intelligence Inc position peaked at $41K in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.