AE Wealth Management’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

AE Wealth Management’s Portfolio NXP Stock Details NXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,644	Closed	-$153K	–	2038
2023 Q2	$153K	Buy	10,644 +3	+0%	+$43	﹤0.01%	1772
2023 Q1	$152K	Buy	10,641 +2	+0%	+$29	﹤0.01%	1760
2022 Q4	$148K	Buy	+10,639	New	+$142K	﹤0.01%	1694

Other funds holding NXP

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AE Wealth Management's NXP Position: Q3 2023 in Review

AE Wealth Management sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q3 2023, closing a stake of 10,644 shares — an estimated $153K sold.

AE Wealth Management first reported a position in NXP in Q4 2022 and held it in 3 quarters. The position peaked at $153K in Q2 2023. 89 funds tracked by Wall St. Rank hold NXP as of Q3 2023.

AE Wealth Management reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 10,644 Nuveen Select Tax-Free Income Portfolio shares in Q3 2023, an estimated $153K.
AE Wealth Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2022 and held it in 3 quarters.
AE Wealth Management's Nuveen Select Tax-Free Income Portfolio position peaked at $153K in Q2 2023.
89 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.