Armor Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Armor Investment 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
2024 Q4	–	Sell	-15,565	Closed	-$186K	–	163
2024 Q3	$186K	Hold	15,565	–	–	0.08%	104
2024 Q2	$178K	Hold	15,565	–	–	0.08%	100
2024 Q1	$172K	Hold	15,565	–	–	0.08%	106
2023 Q4	$171K	Hold	15,565	–	–	0.09%	108
2023 Q3	$151K	Buy	+15,565	New	+$163K	0.09%	108
2021 Q4	–	Sell	-18,092	Closed	-$275K	–	164
2021 Q3	$275K	Hold	18,092	–	–	0.17%	102
2021 Q2	$284K	Buy	18,092 +465	+3%	+$7.07K	0.17%	102
2021 Q1	$261K	Buy	+17,627	New	+$261K	0.17%	100
2020 Q1	–	Sell	-147,421	Closed	-$2.12M	–	145
2019 Q4	$2.12M	Buy	+147,421	New	+$2.09M	1.65%	18

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Armor Investment Advisors's NEA Position: Q4 2024 in Review

Armor Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 15,565 shares — an estimated $186K sold.

Armor Investment Advisors first reported a position in NEA in Q4 2019 and held it in 9 quarters. The position peaked at $2.12M in Q4 2019. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

Armor Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Armor Investment Advisors sold 15,565 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $186K.
Armor Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 9 quarters.
Armor Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.12M in Q4 2019.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Armor Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.