AWM
JPT

Avior Wealth Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

Avior Wealth Management’s Portfolio JPT Stock Details JPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-430
Closed -$7K – 1343
2022
Q3 		$7K Buy
430
+9
+2% +$174 ﹤0.01% 908
2022
Q2 		$8K Buy
421
+8
+2% +$160 ﹤0.01% 810
2022
Q1 		$8K Buy
413
+4
+1% +$92 ﹤0.01% 866
2021
Q4 		$10K Buy
409
+8
+2% +$197 ﹤0.01% 812
2021
Q3 		$10K Buy
+401
New +$10.1K ﹤0.01% 768

Other funds holding JPT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Avior Wealth Management's JPT Position: Q4 2022 in Review

Avior Wealth Management sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2022, closing a stake of 430 shares — an estimated $7K sold.

Avior Wealth Management first reported a position in JPT in Q3 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 19 funds tracked by Wall St. Rank hold JPT as of Q4 2022.

  • Avior Wealth Management reported no remaining Nuveen Preferred and Income Fund position as of Q4 2022 after selling out during the quarter.
  • Avior Wealth Management sold 430 Nuveen Preferred and Income Fund shares in Q4 2022, an estimated $7K.
  • Avior Wealth Management first reported a position in Nuveen Preferred and Income Fund in Q3 2021 and held it in 5 quarters.
  • Avior Wealth Management's Nuveen Preferred and Income Fund position peaked at $10K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.