AWS
NQP

Atria Wealth Solutions’s Nuveen Pennsylvania Quality Municipal Income Fund NQP Stock Holding History

Atria Wealth Solutions’s Portfolio NQP Stock Details NQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,600
Closed -$192K – 2029
2023
Q4 		$192K Hold
16,600
– – ﹤0.01% 1788
2023
Q3 		$169K Hold
16,600
– – ﹤0.01% 1736
2023
Q2 		$187K Hold
16,600
– – ﹤0.01% 1715
2023
Q1 		$190K Hold
16,600
– – ﹤0.01% 1686
2022
Q4 		$185K Hold
16,600
– – ﹤0.01% 1632
2022
Q3 		$183K Buy
+16,600
New +$201K ﹤0.01% 1572
2022
Q2 		– Sell
-16,600
Closed -$225K – 1809
2022
Q1 		$225K Buy
+16,600
New +$233K ﹤0.01% 1505

Other funds holding NQP

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atria Wealth Solutions's NQP Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Nuveen Pennsylvania Quality Municipal Income Fund (NQP) in Q1 2024, closing a stake of 16,600 shares — an estimated $192K sold.

Atria Wealth Solutions first reported a position in NQP in Q1 2022 and held it in 7 quarters. The position peaked at $225K in Q1 2022. 63 funds tracked by Wall St. Rank hold NQP as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Nuveen Pennsylvania Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,600 Nuveen Pennsylvania Quality Municipal Income Fund shares in Q1 2024, an estimated $192K.
  • Atria Wealth Solutions first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $225K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.