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Ahrens Investment Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$5.56K Buy
+500
New +$5.58K ﹤0.01% 743
2022
Q3 		– Sell
-500
Closed -$6K – 639
2022
Q2 		$6K Hold
500
– – ﹤0.01% 739
2022
Q1 		$7K Hold
500
– – ﹤0.01% 796
2021
Q4 		$8K Buy
+500
New +$7.61K ﹤0.01% 789

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Ahrens Investment Partners's NEA Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2023: 500 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in NEA as recently as Q2 2022.

Ahrens Investment Partners first reported a position in NEA in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q4 2021. 291 funds tracked by Wall St. Rank hold NEA as of Q1 2023.

  • Ahrens Investment Partners held 500 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $5.56K as of Q1 2023.
  • Nuveen AMT-Free Quality Municipal Income Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #743 holding.
  • Ahrens Investment Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $8K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.