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Alpha Financial Partners’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Alpha Financial Partners’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,579
Closed -$252K – 134
2024
Q3 		$252K Buy
+18,579
New +$246K 0.18% 87

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HWAM
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Fiera Capital (Canada)
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UBS Group
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DWM
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Alpha Financial Partners's NKX Position: Q4 2024 in Review

Alpha Financial Partners sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2024, closing a stake of 18,579 shares — an estimated $252K sold.

Alpha Financial Partners first reported a position in NKX in Q3 2024 and held it in 1 quarter. The position peaked at $252K in Q3 2024. 64 funds tracked by Wall St. Rank hold NKX as of Q4 2024.

  • Alpha Financial Partners reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 18,579 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $252K.
  • Alpha Financial Partners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $252K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.