Wealthspire Advisors (New York)’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Wealthspire Advisors (New York)’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
2024 Q4	–	Sell	-12,000	Closed	-$154K	–	823
2024 Q3	$154K	Hold	12,000	–	–	﹤0.01%	723
2024 Q2	$155K	Buy	+12,000	New	+$145K	﹤0.01%	632

Other funds holding NBXG

SCM

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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 New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s NBXG Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q4 2024, closing a stake of 12,000 shares — an estimated $154K sold.

Wealthspire Advisors (New York) first reported a position in NBXG in Q2 2024 and held it in 2 quarters. The position peaked at $155K in Q2 2024. 82 funds tracked by Wall St. Rank hold NBXG as of Q4 2024.

Wealthspire Advisors (New York) reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q4 2024 after selling out during the quarter.
Wealthspire Advisors (New York) sold 12,000 Neuberger Next Generation Connectivity Fund Inc shares in Q4 2024, an estimated $154K.
Wealthspire Advisors (New York) first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q2 2024 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Neuberger Next Generation Connectivity Fund Inc position peaked at $155K in Q2 2024.
82 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.