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Amplius Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Amplius Wealth Advisors’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,057
Closed -$10K – 662
2021
Q4 		$10K Buy
+1,057
New +$11.5K ﹤0.01% 612

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Amplius Wealth Advisors's NUV Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q1 2022, closing a stake of 1,057 shares — an estimated $10K sold.

Amplius Wealth Advisors first reported a position in NUV in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 231 funds tracked by Wall St. Rank hold NUV as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,057 Nuveen Municipal Value Fund shares in Q1 2022, an estimated $10K.
  • Amplius Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Nuveen Municipal Value Fund position peaked at $10K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.