Aviance Capital Partners’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Aviance Capital Partners’s Portfolio NPCT Stock Details NPCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-16,517	Closed	-$171K	–	328
2024 Q1	$171K	Sell	16,517 -9,014	-35%	-$93K	0.03%	308
2023 Q4	$257K	Sell	25,531 -1,230	-5%	-$11.7K	0.06%	215
2023 Q3	$245K	Sell	26,761 -70,065	-72%	-$685K	0.06%	215
2023 Q2	$965K	Buy	96,826 +136	+0.1%	+$1.37K	0.2%	132
2023 Q1	$988K	Sell	96,690 -2,428	-2%	-$26.4K	0.22%	127
2022 Q4	$1.03M	Sell	99,118 -5,785	-6%	-$60.7K	0.24%	120
2022 Q3	$1.07M	Buy	104,903 +1,872	+2%	+$22.2K	0.27%	106
2022 Q2	$1.21M	Sell	103,031 -6,771	-6%	-$87.3K	0.27%	110
2022 Q1	$1.65M	Buy	+109,802	New	+$1.75M	0.3%	98

Other funds holding NPCT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

1CP

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Aviance Capital Partners's NPCT Position: Q2 2024 in Review

Aviance Capital Partners sold out of Nuveen Core Plus Impact Fund (NPCT) in Q2 2024, closing a stake of 16,517 shares — an estimated $171K sold.

Aviance Capital Partners first reported a position in NPCT in Q1 2022 and held it in 9 quarters. The position peaked at $1.65M in Q1 2022. 39 funds tracked by Wall St. Rank hold NPCT as of Q2 2024.

Aviance Capital Partners reported no remaining Nuveen Core Plus Impact Fund position as of Q2 2024 after selling out during the quarter.
Aviance Capital Partners sold 16,517 Nuveen Core Plus Impact Fund shares in Q2 2024, an estimated $171K.
Aviance Capital Partners first reported a position in Nuveen Core Plus Impact Fund in Q1 2022 and held it in 9 quarters.
Aviance Capital Partners's Nuveen Core Plus Impact Fund position peaked at $1.65M in Q1 2022.
39 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2024.

Based on Aviance Capital Partners's 13F filing for Q2 2024, filed 9 Aug 2024.