SFFS
NXH

Stonehage Fleming Financial Services’s Neighborhood Intelligence Inc NXH Stock Holding History

Stonehage Fleming Financial Services’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
2023
Q4 		– Sell
-5,500
Closed -$163K – 238
2023
Q3 		$163K Buy
+5,500
New +$135K 0.01% 159

Other funds holding NXH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stonehage Fleming Financial Services's NXH Position: Q4 2023 in Review

Stonehage Fleming Financial Services sold out of Neighborhood Intelligence Inc (NXH) in Q4 2023, closing a stake of 5,500 shares — an estimated $163K sold.

Stonehage Fleming Financial Services first reported a position in NXH in Q3 2023 and held it in 1 quarter. The position peaked at $163K in Q3 2023. 181 funds tracked by Wall St. Rank hold NXH as of Q4 2023.

  • Stonehage Fleming Financial Services reported no remaining Neighborhood Intelligence Inc position as of Q4 2023 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 5,500 Neighborhood Intelligence Inc shares in Q4 2023, an estimated $163K.
  • Stonehage Fleming Financial Services first reported a position in Neighborhood Intelligence Inc in Q3 2023 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Neighborhood Intelligence Inc position peaked at $163K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q4 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.