SWA
NXH

Stratos Wealth Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

Stratos Wealth 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
2024
Q2 		– Sell
-14,929
Closed -$487K – 709
2024
Q1 		$487K Buy
+14,929
New +$384K 0.03% 464
2021
Q3 		– Sell
-3,196
Closed -$268K – 508
2021
Q2 		$268K Buy
+3,196
New +$232K 0.02% 465
2020
Q4 		– Sell
-4,682
Closed -$309K – 396
2020
Q3 		$309K Buy
+4,682
New +$319K 0.08% 246

Other funds holding NXH

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stratos Wealth Advisors's NXH Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of Neighborhood Intelligence Inc (NXH) in Q2 2024, closing a stake of 14,929 shares — an estimated $487K sold.

Stratos Wealth Advisors first reported a position in NXH in Q3 2020 and held it in 3 quarters. The position peaked at $487K in Q1 2024. 209 funds tracked by Wall St. Rank hold NXH as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining Neighborhood Intelligence Inc position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 14,929 Neighborhood Intelligence Inc shares in Q2 2024, an estimated $487K.
  • Stratos Wealth Advisors first reported a position in Neighborhood Intelligence Inc in Q3 2020 and held it in 3 quarters.
  • Stratos Wealth Advisors's Neighborhood Intelligence Inc position peaked at $487K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.