SAM
NBXG

Synergy Asset Management’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-1,044
Closed -$13.4K – 562
2024
Q4 		$13.4K Buy
+1,044
New +$13.6K ﹤0.01% 416

Other funds holding NBXG

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Synergy Asset Management's NBXG Position: Q1 2025 in Review

Synergy Asset Management sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q1 2025, closing a stake of 1,044 shares — an estimated $13.4K sold.

Synergy Asset Management first reported a position in NBXG in Q4 2024 and held it in 1 quarter. The position peaked at $13.4K in Q4 2024. 78 funds tracked by Wall St. Rank hold NBXG as of Q1 2025.

  • Synergy Asset Management reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,044 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2025, an estimated $13.4K.
  • Synergy Asset Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Neuberger Next Generation Connectivity Fund Inc position peaked at $13.4K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.