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B. Riley Wealth Advisors’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

B. Riley Wealth Advisors’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
2023
Q2 		– Sell
-18,400
Closed -$189K – 1612
2023
Q1 		$189K Hold
18,400
– – 0.01% 1315
2022
Q4 		$191K Buy
18,400
+7,984
+77% +$83.7K 0.01% 1282
2022
Q3 		$107K Buy
+10,416
New +$124K ﹤0.01% 1316

Other funds holding NPCT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's NPCT Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Nuveen Core Plus Impact Fund (NPCT) in Q2 2023, closing a stake of 18,400 shares — an estimated $189K sold.

B. Riley Wealth Advisors first reported a position in NPCT in Q3 2022 and held it in 3 quarters. The position peaked at $191K in Q4 2022. 44 funds tracked by Wall St. Rank hold NPCT as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Nuveen Core Plus Impact Fund position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,400 Nuveen Core Plus Impact Fund shares in Q2 2023, an estimated $189K.
  • B. Riley Wealth Advisors first reported a position in Nuveen Core Plus Impact Fund in Q3 2022 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Nuveen Core Plus Impact Fund position peaked at $191K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.