AJ Wealth Strategies’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

AJ Wealth Strategies’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-55,622	Closed	-$879K	–	331
2021 Q4	$879K	Hold	55,622	–	–	0.04%	150
2021 Q3	$855K	Hold	55,622	–	–	0.05%	144
2021 Q2	$843K	Hold	55,622	–	–	0.05%	136
2021 Q1	$795K	Buy	55,622 +333	+0.6%	+$4.85K	0.06%	130
2020 Q4	$806K	Buy	55,289 +12,851	+30%	+$185K	0.07%	116
2020 Q3	$595K	Hold	42,438	–	–	0.06%	124
2020 Q2	$583K	Hold	42,438	–	–	0.06%	118
2020 Q1	$573K	Hold	42,438	–	–	0.08%	86
2019 Q4	$603K	Buy	+42,438	New	+$599K	0.07%	72

Other funds holding NMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AJ Wealth Strategies's NMT Position: Q1 2022 in Review

AJ Wealth Strategies sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q1 2022, closing a stake of 55,622 shares — an estimated $879K sold.

AJ Wealth Strategies first reported a position in NMT in Q4 2019 and held it in 9 quarters. The position peaked at $879K in Q4 2021. 22 funds tracked by Wall St. Rank hold NMT as of Q1 2022.

AJ Wealth Strategies reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
AJ Wealth Strategies sold 55,622 Nuveen Massachusetts Quality Municipal Income Fund shares in Q1 2022, an estimated $879K.
AJ Wealth Strategies first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2019 and held it in 9 quarters.
AJ Wealth Strategies's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $879K in Q4 2021.
22 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q1 2022.

Based on AJ Wealth Strategies's 13F filing for Q1 2022, filed 13 May 2022.