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Access Financial Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Access Financial Services’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-22,599
Closed -$266K – 95
2022
Q2 		$266K Hold
22,599
– – 0.15% 98
2022
Q1 		$297K Sell
22,599
-2,285
-9% -$31.8K 0.14% 102
2021
Q4 		$388K Buy
+24,884
New +$379K 0.17% 96

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SIA
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GC
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MSL
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Access Financial Services's NEA Position: Q3 2022 in Review

Access Financial Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 22,599 shares — an estimated $266K sold.

Access Financial Services first reported a position in NEA in Q4 2021 and held it in 3 quarters. The position peaked at $388K in Q4 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

  • Access Financial Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Access Financial Services sold 22,599 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $266K.
  • Access Financial Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 3 quarters.
  • Access Financial Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $388K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Access Financial Services's 13F filing for Q3 2022, filed 18 Oct 2022.