B. Riley Wealth Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

B. Riley Wealth Advisors’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-28,395	Closed	-$234K	–	1535
2024 Q1	$234K	Hold	28,395	–	–	0.01%	1181
2023 Q4	$254K	Hold	28,395	–	–	0.01%	1127
2023 Q3	$234K	Hold	28,395	–	–	0.01%	1181
2023 Q2	$244K	Hold	28,395	–	–	0.01%	1235
2023 Q1	$251K	Hold	28,395	–	–	0.01%	1163
2022 Q4	$240K	Sell	28,395 -92	-0.3%	-$774	0.01%	1160
2022 Q3	$236K	Buy	+28,487	New	+$253K	0.01%	1148

Other funds holding NCA

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

1CP

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

HWAM

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's NCA Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Nuveen California Municipal Value Fund (NCA) in Q2 2024, closing a stake of 28,395 shares — an estimated $234K sold.

B. Riley Wealth Advisors first reported a position in NCA in Q3 2022 and held it in 7 quarters. The position peaked at $254K in Q4 2023. 61 funds tracked by Wall St. Rank hold NCA as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Nuveen California Municipal Value Fund position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 28,395 Nuveen California Municipal Value Fund shares in Q2 2024, an estimated $234K.
B. Riley Wealth Advisors first reported a position in Nuveen California Municipal Value Fund in Q3 2022 and held it in 7 quarters.
B. Riley Wealth Advisors's Nuveen California Municipal Value Fund position peaked at $254K in Q4 2023.
61 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.