TPWA
NXH

TRUE Private Wealth Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

TRUE Private 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
-7,862
Closed -$257K – 282
2024
Q1 		$257K Sell
7,862
-220
-3% -$5.66K 0.03% 251
2023
Q4 		$203K Buy
+8,082
New +$139K 0.03% 279
2023
Q3 		– Sell
-8,522
Closed -$252K – 261
2023
Q2 		$252K Buy
+8,522
New +$157K 0.04% 198
2022
Q2 		– Sell
-8,539
Closed -$303K – 233
2022
Q1 		$303K Buy
8,539
+1,499
+21% +$66.6K 0.04% 172
2021
Q4 		$377K Buy
7,040
+165
+2% +$12.5K 0.05% 176
2021
Q3 		$487K Hold
6,875
– – 0.07% 145
2021
Q2 		$576K Buy
6,875
+220
+3% +$16K 0.09% 129
2021
Q1 		$401K Sell
6,655
-385
-5% -$26K 0.06% 152
2020
Q4 		$307K Sell
7,040
-1,210
-15% -$71.6K 0.05% 157
2020
Q3 		$544K Sell
8,250
-1,650
-17% -$112K 0.09% 114
2020
Q2 		$255K Sell
9,900
-1,172
-11% -$17.2K 0.05% 158
2020
Q1 		$45K Buy
11,072
+2,154
+24% +$11.7K 0.01% 297
2019
Q4 		$47K Buy
+8,918
New +$59.7K 0.01% 378
2019
Q3 		– Sell
-4,326
Closed -$44K – 288
2019
Q2 		$44K Buy
+4,326
New +$40.4K 0.01% 361
2018
Q4 		– Sell
-3,261
Closed -$67.9K – 335
2018
Q3 		$67.9K Buy
+3,261
New +$80.4K 0.01% 419

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

TRUE Private Wealth Advisors's NXH Position: Q2 2024 in Review

TRUE Private Wealth Advisors sold out of Neighborhood Intelligence Inc (NXH) in Q2 2024, closing a stake of 7,862 shares — an estimated $257K sold.

TRUE Private Wealth Advisors first reported a position in NXH in Q3 2018 and held it in 15 quarters. The position peaked at $576K in Q2 2021. 209 funds tracked by Wall St. Rank hold NXH as of Q2 2024.

  • TRUE Private Wealth Advisors reported no remaining Neighborhood Intelligence Inc position as of Q2 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 7,862 Neighborhood Intelligence Inc shares in Q2 2024, an estimated $257K.
  • TRUE Private Wealth Advisors first reported a position in Neighborhood Intelligence Inc in Q3 2018 and held it in 15 quarters.
  • TRUE Private Wealth Advisors's Neighborhood Intelligence Inc position peaked at $576K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.