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Aurora Private Wealth’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Aurora Private Wealth’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,476
Closed -$97K – 166
2023
Q3 		$97K Buy
10,476
+127
+1% +$1.3K 0.11% 128
2023
Q2 		$109K Buy
10,349
+123
+1% +$1.31K 0.12% 130
2023
Q1 		$110K Buy
10,226
+129
+1% +$1.36K 0.12% 144
2022
Q4 		$104K Buy
+10,097
New +$105K 0.12% 140

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aurora Private Wealth's NMZ Position: Q4 2023 in Review

Aurora Private Wealth sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2023, closing a stake of 10,476 shares — an estimated $97K sold.

Aurora Private Wealth first reported a position in NMZ in Q4 2022 and held it in 4 quarters. The position peaked at $110K in Q1 2023. 132 funds tracked by Wall St. Rank hold NMZ as of Q4 2023.

  • Aurora Private Wealth reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Aurora Private Wealth sold 10,476 Nuveen Municipal High Income Opportunity Fund shares in Q4 2023, an estimated $97K.
  • Aurora Private Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 4 quarters.
  • Aurora Private Wealth's Nuveen Municipal High Income Opportunity Fund position peaked at $110K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2023.

Based on Aurora Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.