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Arkadios Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Arkadios Wealth Advisors’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
2023
Q4 		– Sell
-16,206
Closed -$157K – 751
2023
Q3 		$157K Buy
+16,206
New +$170K 0.01% 630
2021
Q4 		– Sell
-228
Closed -$3K – 1332
2021
Q3 		$3K Sell
228
-213
-48% -$3.37K ﹤0.01% 1715
2021
Q2 		$6K Buy
+441
New +$6.71K ﹤0.01% 1678

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's NEA Position: Q4 2023 in Review

Arkadios Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2023, closing a stake of 16,206 shares — an estimated $157K sold.

Arkadios Wealth Advisors first reported a position in NEA in Q2 2021 and held it in 3 quarters. The position peaked at $157K in Q3 2023. 308 funds tracked by Wall St. Rank hold NEA as of Q4 2023.

  • Arkadios Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 16,206 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $157K.
  • Arkadios Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $157K in Q3 2023.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.