American National Bank & Trust’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

American National Bank & Trust’s Portfolio DIAX Stock Details DIAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-941	Closed	-$12.9K	–	574
2023 Q3	$12.9K	Hold	941	–	–	﹤0.01%	391
2023 Q2	$13.3K	Sell	941 -105	-10%	-$1.52K	﹤0.01%	387
2023 Q1	$15.4K	Hold	1,046	–	–	﹤0.01%	372
2022 Q4	$16K	Sell	1,046 -184	-15%	-$2.79K	﹤0.01%	349
2022 Q3	$17K	Hold	1,230	–	–	﹤0.01%	325
2022 Q2	$19K	Hold	1,230	–	–	﹤0.01%	253
2022 Q1	$20K	Sell	1,230 -770	-39%	-$12.9K	﹤0.01%	265
2021 Q4	$36K	Buy	+2,000	New	+$34.9K	0.01%	208

Other funds holding DIAX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

American National Bank & Trust's DIAX Position: Q4 2023 in Review

American National Bank & Trust sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2023, closing a stake of 941 shares — an estimated $12.9K sold.

American National Bank & Trust first reported a position in DIAX in Q4 2021 and held it in 8 quarters. The position peaked at $36K in Q4 2021. 82 funds tracked by Wall St. Rank hold DIAX as of Q4 2023.

American National Bank & Trust reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2023 after selling out during the quarter.
American National Bank & Trust sold 941 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2023, an estimated $12.9K.
American National Bank & Trust first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2021 and held it in 8 quarters.
American National Bank & Trust's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $36K in Q4 2021.
82 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2023.

Based on American National Bank & Trust's 13F filing for Q4 2023, filed 8 Feb 2024.