AssetMark Inc’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

AssetMark Inc’s Portfolio NXJ Stock Details NXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-938	Closed	-$10K	–	1631
2022 Q3	$10K	Buy	+938	New	+$11.7K	﹤0.01%	1228

Other funds holding NXJ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc's NXJ Position: Q4 2022 in Review

AssetMark Inc sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q4 2022, closing a stake of 938 shares — an estimated $10K sold.

AssetMark Inc first reported a position in NXJ in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 66 funds tracked by Wall St. Rank hold NXJ as of Q4 2022.

AssetMark Inc reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
AssetMark Inc sold 938 Nuveen New Jersey Quality Municipal Income Fund shares in Q4 2022, an estimated $10K.
AssetMark Inc first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q3 2022 and held it in 1 quarter.
AssetMark Inc's Nuveen New Jersey Quality Municipal Income Fund position peaked at $10K in Q3 2022.
66 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q4 2022.

Based on AssetMark Inc's 13F filing for Q4 2022, filed 10 Feb 2023.