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Apexium Financial’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Apexium Financial’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,805
Closed -$133K – 285
2024
Q4 		$133K Buy
+11,805
New +$137K 0.01% 255

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BI
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RCM
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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Apexium Financial's NEA Position: Q1 2025 in Review

Apexium Financial sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 11,805 shares — an estimated $133K sold.

Apexium Financial first reported a position in NEA in Q4 2024 and held it in 1 quarter. The position peaked at $133K in Q4 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

  • Apexium Financial reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Apexium Financial sold 11,805 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $133K.
  • Apexium Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 1 quarter.
  • Apexium Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $133K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Apexium Financial's 13F filing for Q1 2025, filed 14 May 2025.