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Ashton Thomas Private Wealth’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Ashton Thomas Private Wealth’s Portfolio JCE Stock Details JCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,676
Closed -$55.1K – 1251
2024
Q2 		$55.1K Buy
+3,676
New +$51.9K ﹤0.01% 885

Other funds holding JCE

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ashton Thomas Private Wealth's JCE Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2024, closing a stake of 3,676 shares — an estimated $55.1K sold.

Ashton Thomas Private Wealth first reported a position in JCE in Q2 2024 and held it in 1 quarter. The position peaked at $55.1K in Q2 2024. 48 funds tracked by Wall St. Rank hold JCE as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 3,676 Nuveen Core Equity Alpha Fund shares in Q3 2024, an estimated $55.1K.
  • Ashton Thomas Private Wealth first reported a position in Nuveen Core Equity Alpha Fund in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Nuveen Core Equity Alpha Fund position peaked at $55.1K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.