Allworth Financial’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Allworth Financial’s Portfolio JTA Stock Details JTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-439	Closed	-$5K	–	2224
2021 Q3	$5K	Buy	439 +7	+2%	+$80	﹤0.01%	1550
2021 Q2	$5K	Buy	432 +8	+2%	+$91	﹤0.01%	1237
2021 Q1	$5K	Hold	424	–	–	﹤0.01%	1167
2020 Q4	$4K	Buy	+424	New	+$3.66K	﹤0.01%	1057

Allworth Financial's JTA Position: Q4 2021 in Review

Allworth Financial sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2021, closing a stake of 439 shares — an estimated $5K sold.

Allworth Financial first reported a position in JTA in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 0 funds tracked by Wall St. Rank hold JTA as of Q4 2021.

Allworth Financial reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2021 after selling out during the quarter.
Allworth Financial sold 439 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2021, an estimated $5K.
Allworth Financial first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2020 and held it in 4 quarters.
Allworth Financial's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $5K in Q3 2021.
0 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2021.

Based on Allworth Financial's 13F filing for Q4 2021, filed 21 Jan 2022.