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Able Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Able Wealth Management’s Portfolio JRS Stock Details JRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,474
Closed -$35K – 342
2023
Q4 		$35K Buy
+4,474
New +$30.8K 0.03% 157

Other funds holding JRS

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AAM
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Able Wealth Management's JRS Position: Q1 2024 in Review

Able Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2024, closing a stake of 4,474 shares — an estimated $35K sold.

Able Wealth Management first reported a position in JRS in Q4 2023 and held it in 1 quarter. The position peaked at $35K in Q4 2023. 62 funds tracked by Wall St. Rank hold JRS as of Q1 2024.

  • Able Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 4,474 Nuveen Real Estate Income Fund shares in Q1 2024, an estimated $35K.
  • Able Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Nuveen Real Estate Income Fund position peaked at $35K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.