VFA
NXH

Valeo Financial Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-275
Closed -$17K – 705
2021
Q1 		$17K Buy
275
+110
+67% +$7.44K ﹤0.01% 1223
2020
Q4 		$7K Sell
165
-275
-63% -$16.3K ﹤0.01% 1275
2020
Q3 		$29K Buy
440
+275
+167% +$18.7K ﹤0.01% 823
2020
Q2 		$4K Sell
165
-17
-9% -$250 ﹤0.01% 1574
2020
Q1 		$1K Sell
182
-18
-9% -$98 ﹤0.01% 1629
2019
Q4 		$1K Hold
200
– – ﹤0.01% 1519
2019
Q3 		$2K Hold
200
– – ﹤0.01% 1365
2019
Q2 		$2K Hold
200
– – ﹤0.01% 1387
2019
Q1 		$2K Hold
200
– – ﹤0.01% 1338
2018
Q4 		$2K Sell
200
-105
-34% -$1.57K ﹤0.01% 1262
2018
Q3 		$5K Hold
305
– – ﹤0.01% 1179
2018
Q2 		$8K Buy
305
+133
+77% +$3.61K ﹤0.01% 997
2018
Q1 		$5K Sell
172
-1,425
-89% -$66.8K ﹤0.01% 1117
2017
Q4 		$77K Buy
+1,597
New +$57.7K 0.01% 387

Other funds holding NXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Valeo Financial Advisors's NXH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Neighborhood Intelligence Inc (NXH) in Q2 2021, closing a stake of 275 shares — an estimated $17K sold.

Valeo Financial Advisors first reported a position in NXH in Q4 2017 and held it in 14 quarters. The position peaked at $77K in Q4 2017. 277 funds tracked by Wall St. Rank hold NXH as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Neighborhood Intelligence Inc position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 275 Neighborhood Intelligence Inc shares in Q2 2021, an estimated $17K.
  • Valeo Financial Advisors first reported a position in Neighborhood Intelligence Inc in Q4 2017 and held it in 14 quarters.
  • Valeo Financial Advisors's Neighborhood Intelligence Inc position peaked at $77K in Q4 2017.
  • 277 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.