AWM
NAD icon

Accurate Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Accurate Wealth Management’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-895
Closed -$10.5K – 979
2022
Q4 		$10.5K Buy
+895
New +$10.1K ﹤0.01% 845

Other funds holding NAD

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RCM
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Morgan Stanley
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Accurate Wealth Management's NAD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2023, closing a stake of 895 shares — an estimated $10.5K sold.

Accurate Wealth Management first reported a position in NAD in Q4 2022 and held it in 1 quarter. The position peaked at $10.5K in Q4 2022. 256 funds tracked by Wall St. Rank hold NAD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 895 Nuveen Quality Municipal Income Fund shares in Q1 2023, an estimated $10.5K.
  • Accurate Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $10.5K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.