AWS
JFR icon

Atria Wealth Solutions’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Atria Wealth Solutions’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-24,500
Closed -$204K – 1805
2022
Q2 		$204K Hold
24,500
– – ﹤0.01% 1451
2022
Q1 		$245K Buy
+24,500
New +$246K ﹤0.01% 1442

Other funds holding JFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Atria Wealth Solutions's JFR Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2022, closing a stake of 24,500 shares — an estimated $204K sold.

Atria Wealth Solutions first reported a position in JFR in Q1 2022 and held it in 2 quarters. The position peaked at $245K in Q1 2022. 90 funds tracked by Wall St. Rank hold JFR as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 24,500 Nuveen Floating Rate Income Fund shares in Q3 2022, an estimated $204K.
  • Atria Wealth Solutions first reported a position in Nuveen Floating Rate Income Fund in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Nuveen Floating Rate Income Fund position peaked at $245K in Q1 2022.
  • 90 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.