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B. Riley Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

B. Riley Wealth Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,196
Closed -$171K – 1240
2024
Q3 		$171K Sell
14,196
-2,678
-16% -$31.1K ﹤0.01% 1164
2024
Q2 		$195K Sell
16,874
-3,257
-16% -$35.7K 0.01% 1245
2024
Q1 		$196K Sell
20,131
-12
-0.1% -$132 0.01% 1283
2023
Q4 		$222K Buy
20,143
+12
+0.1% +$122 0.01% 1205
2023
Q3 		$196K Hold
20,131
– – 0.01% 1283
2023
Q2 		$221K Sell
20,131
-500
-2% -$5.47K 0.01% 1299
2023
Q1 		$230K Hold
20,631
– – 0.01% 1221
2022
Q4 		$235K Sell
20,631
-10,151
-33% -$111K 0.01% 1168
2022
Q3 		$327K Buy
+30,782
New +$370K 0.01% 953
2022
Q2 		– Sell
-12,591
Closed -$166K – 1335
2022
Q1 		$166K Buy
12,591
+868
+7% +$12.1K 0.01% 1240
2021
Q4 		$183K Sell
11,723
-7,061
-38% -$107K 0.01% 1286
2021
Q3 		$291K Buy
+18,784
New +$297K 0.01% 1053
2014
Q3 		– Sell
-2,619
Closed -$35.3K – 1432
2014
Q2 		$35.3K Buy
+2,619
New +$34.9K 0.01% 1180

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's NEA Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 14,196 shares — an estimated $171K sold.

B. Riley Wealth Advisors first reported a position in NEA in Q2 2014 and held it in 13 quarters. The position peaked at $327K in Q3 2022. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,196 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $171K.
  • B. Riley Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $327K in Q3 2022.
  • 323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.