ATC
NXN

Adirondack Trust Company’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Adirondack Trust Company’s Portfolio NXN Stock Details NXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-347
Closed -$5K – 439
2021
Q3 		$5K Buy
+347
New +$4.92K ﹤0.01% 355

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adirondack Trust Company's NXN Position: Q4 2021 in Review

Adirondack Trust Company sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2021, closing a stake of 347 shares — an estimated $5K sold.

Adirondack Trust Company first reported a position in NXN in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 18 funds tracked by Wall St. Rank hold NXN as of Q4 2021.

  • Adirondack Trust Company reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2021 after selling out during the quarter.
  • Adirondack Trust Company sold 347 Nuveen New York Tax-Free Income Portfolio shares in Q4 2021, an estimated $5K.
  • Adirondack Trust Company first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2021 and held it in 1 quarter.
  • Adirondack Trust Company's Nuveen New York Tax-Free Income Portfolio position peaked at $5K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2021.

Based on Adirondack Trust Company's 13F filing for Q4 2021, filed 13 Jan 2022.