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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26,157	Closed	-$295K	–	1244
2024 Q3	$295K	Buy	+26,157	New	+$290K	0.01%	959
2022 Q4	–	Sell	-33,345	Closed	-$328K	–	1558
2022 Q3	$328K	Buy	+33,345	New	+$366K	0.01%	952
2013 Q3	–	Sell	-4,431	Closed	-$59K	–	722
2013 Q2	$59K	Buy	+4,431	New	+$62.3K	0.02%	647

Other funds holding NRK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

SIA

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

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q4 2024, closing a stake of 26,157 shares — an estimated $295K sold.

B. Riley Wealth Advisors first reported a position in NRK in Q2 2013 and held it in 3 quarters. The position peaked at $328K in Q3 2022. 94 funds tracked by Wall St. Rank hold NRK as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 26,157 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $295K.
B. Riley Wealth Advisors first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 3 quarters.
B. Riley Wealth Advisors's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $328K in Q3 2022.
94 funds tracked by Wall St. Rank held Nuveen New York 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.