Atria Wealth Solutions’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Atria Wealth Solutions’s Portfolio NUW Stock Details NUW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23,960	Closed	-$324K	–	2020
2024 Q1	$324K	Hold	23,960	–	–	﹤0.01%	1508
2023 Q4	$327K	Sell	23,960 -1,995	-8%	-$26.3K	﹤0.01%	1435
2023 Q3	$349K	Hold	25,955	–	–	﹤0.01%	1318
2023 Q2	$357K	Hold	25,955	–	–	﹤0.01%	1337
2023 Q1	$358K	Hold	25,955	–	–	0.01%	1320
2022 Q4	$353K	Hold	25,955	–	–	0.01%	1269
2022 Q3	$342K	Buy	+25,955	New	+$365K	0.01%	1223
2022 Q2	–	Sell	-25,955	Closed	-$384K	–	1815
2022 Q1	$384K	Buy	+25,955	New	+$406K	0.01%	1195

Other funds holding NUW

TIM

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

1CP

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Atria Wealth Solutions's NUW Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2024, closing a stake of 23,960 shares — an estimated $324K sold.

Atria Wealth Solutions first reported a position in NUW in Q1 2022 and held it in 8 quarters. The position peaked at $384K in Q1 2022. 50 funds tracked by Wall St. Rank hold NUW as of Q2 2024.

Atria Wealth Solutions reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 23,960 Nuveen AMT-Free Municipal Value Fund shares in Q2 2024, an estimated $324K.
Atria Wealth Solutions first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's Nuveen AMT-Free Municipal Value Fund position peaked at $384K in Q1 2022.
50 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.