TRUE Private Wealth Advisors’s Neighborhood Intelligence, Inc. Common Stock 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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. Common Stock (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. Common Stock position as of Q2 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 7,862 Neighborhood Intelligence, Inc. Common Stock shares in Q2 2024, an estimated $257K.
TRUE Private Wealth Advisors first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q3 2018 and held it in 15 quarters.
TRUE Private Wealth Advisors's Neighborhood Intelligence, Inc. Common Stock position peaked at $576K in Q2 2021.
209 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q2 2024.

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