AC
NXJ

Almitas Capital’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Almitas Capital’s Portfolio NXJ Stock Details NXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-54,402
Closed -$664K – 81
2024
Q2 		$664K Sell
54,402
-211,517
-80% -$2.52M 0.28% 58
2024
Q1 		$3.21M Buy
265,919
+25,844
+11% +$311K 1.33% 26
2023
Q4 		$2.83M Buy
240,075
+224,187
+1,411% +$2.46M 0.97% 30
2023
Q3 		$168K Buy
+15,888
New +$179K 0.08% 80

Other funds holding NXJ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Almitas Capital's NXJ Position: Q3 2024 in Review

Almitas Capital sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2024, closing a stake of 54,402 shares — an estimated $664K sold.

Almitas Capital first reported a position in NXJ in Q3 2023 and held it in 4 quarters. The position peaked at $3.21M in Q1 2024. 62 funds tracked by Wall St. Rank hold NXJ as of Q3 2024.

  • Almitas Capital reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Almitas Capital sold 54,402 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2024, an estimated $664K.
  • Almitas Capital first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q3 2023 and held it in 4 quarters.
  • Almitas Capital's Nuveen New Jersey Quality Municipal Income Fund position peaked at $3.21M in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2024.

Based on Almitas Capital's 13F filing for Q3 2024, filed 14 Nov 2024.