SWM
NBXG

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

Sugarloaf Wealth Management’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
2022
Q3 		– Sell
-425
Closed -$4K – 858
2022
Q2 		$4K Buy
425
+12
+3% +$135 ﹤0.01% 636
2022
Q1 		$6K Buy
413
+8
+2% +$116 ﹤0.01% 553
2021
Q4 		$7K Buy
+405
New +$7.41K ﹤0.01% 559

Other funds holding NBXG

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's NBXG Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q3 2022, closing a stake of 425 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in NBXG in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 59 funds tracked by Wall St. Rank hold NBXG as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 425 Neuberger Next Generation Connectivity Fund Inc shares in Q3 2022, an estimated $4K.
  • Sugarloaf Wealth Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2021 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Neuberger Next Generation Connectivity Fund Inc position peaked at $7K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.