Atlas Private Wealth Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Atlas Private Wealth Management’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,677	Closed	-$132K	–	122
2022 Q1	$132K	Hold	10,677	–	–	0.08%	125
2021 Q4	$145K	Hold	10,677	–	–	0.08%	127
2021 Q3	$148K	Hold	10,677	–	–	0.09%	116
2021 Q2	$152K	Hold	10,677	–	–	0.09%	118
2021 Q1	$155K	Hold	10,677	–	–	0.1%	128
2020 Q4	$151K	Hold	10,677	–	–	0.11%	130
2020 Q3	$140K	Hold	10,677	–	–	0.11%	125
2020 Q2	$137K	Hold	10,677	–	–	0.11%	129
2020 Q1	$135K	Hold	10,677	–	–	0.12%	127
2019 Q4	$151K	Buy	+10,677	New	+$149K	0.12%	142

Other funds holding NXN

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LSC

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atlas Private Wealth Management's NXN Position: Q2 2022 in Review

Atlas Private Wealth Management sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q2 2022, closing a stake of 10,677 shares — an estimated $132K sold.

Atlas Private Wealth Management first reported a position in NXN in Q4 2019 and held it in 10 quarters. The position peaked at $155K in Q1 2021. 21 funds tracked by Wall St. Rank hold NXN as of Q2 2022.

Atlas Private Wealth Management reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 10,677 Nuveen New York Tax-Free Income Portfolio shares in Q2 2022, an estimated $132K.
Atlas Private Wealth Management first reported a position in Nuveen New York Tax-Free Income Portfolio in Q4 2019 and held it in 10 quarters.
Atlas Private Wealth Management's Nuveen New York Tax-Free Income Portfolio position peaked at $155K in Q1 2021.
21 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q2 2022.

Based on Atlas Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.