AssetMark Inc
NXC

AssetMark Inc’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

AssetMark Inc’s Portfolio NXC Stock Details NXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$8K – 1685
2021
Q4 		$8K Buy
+500
New +$7.81K ﹤0.01% 1179

Other funds holding NXC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AssetMark Inc's NXC Position: Q1 2022 in Review

AssetMark Inc sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2022, closing a stake of 500 shares — an estimated $8K sold.

AssetMark Inc first reported a position in NXC in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 18 funds tracked by Wall St. Rank hold NXC as of Q1 2022.

  • AssetMark Inc reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2022 after selling out during the quarter.
  • AssetMark Inc sold 500 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2022, an estimated $8K.
  • AssetMark Inc first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2021 and held it in 1 quarter.
  • AssetMark Inc's Nuveen CA Select Tax-Free Income Portfolio position peaked at $8K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2022.

Based on AssetMark Inc's 13F filing for Q1 2022, filed 13 May 2022.