Valeo Financial Advisors’s Neighborhood Intelligence, Inc. Common Stock 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

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. Common Stock (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. Common Stock position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 275 Neighborhood Intelligence, Inc. Common Stock shares in Q2 2021, an estimated $17K.
Valeo Financial Advisors first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's Neighborhood Intelligence, Inc. Common Stock position peaked at $77K in Q4 2017.
277 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q2 2021.

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