All Season Financial Advisors’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

All Season Financial Advisors’s Portfolio NPCT Stock Details NPCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$942K	Buy	79,457 +24,157	+44%	+$276K	0.8%	34
2024 Q2	$602K	Sell	55,300 -3,394	-6%	-$35.5K	0.55%	43
2024 Q1	$607K	Buy	58,694 +20,135	+52%	+$208K	0.5%	50
2023 Q4	$389K	Sell	38,559 -730	-2%	-$6.93K	0.33%	81
2023 Q3	$360K	Sell	39,289 -10,291	-21%	-$101K	0.36%	68
2023 Q2	$494K	Buy	49,580 +21,663	+78%	+$219K	0.44%	58
2023 Q1	$285K	Buy	27,917 +2,197	+9%	+$23.9K	0.26%	95
2022 Q4	$266K	Buy	+25,720	New	+$270K	0.24%	106

Other funds holding NPCT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

All Season Financial Advisors's NPCT Position: Q3 2024 in Review

All Season Financial Advisors increased its Nuveen Core Plus Impact Fund (NPCT) stake by 44% in Q3 2024, buying an estimated $276K and bringing the position to 79,457 shares worth $942K. The position accounts for 0.8% of the portfolio, ranked #34.

All Season Financial Advisors first reported a position in NPCT in Q4 2022 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold NPCT as of Q3 2024.

All Season Financial Advisors held 79,457 shares of Nuveen Core Plus Impact Fund worth $942K as of Q3 2024.
All Season Financial Advisors bought 24,157 Nuveen Core Plus Impact Fund shares in Q3 2024, an estimated $276K.
Nuveen Core Plus Impact Fund made up 0.8% of All Season Financial Advisors's portfolio in Q3 2024, its #34 holding.
All Season Financial Advisors first reported a position in Nuveen Core Plus Impact Fund in Q4 2022 and has held it in 8 quarters since.
38 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.