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Arkadios Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Arkadios Wealth Advisors’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-224
Closed -$3K – 1325
2021
Q3 		$3K Sell
224
-196
-47% -$3.18K ﹤0.01% 1714
2021
Q2 		$6K Buy
+420
New +$6.53K ﹤0.01% 1677

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PPA
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GC
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's NAD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2021, closing a stake of 224 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in NAD in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 271 funds tracked by Wall St. Rank hold NAD as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 224 Nuveen Quality Municipal Income Fund shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $6K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.