B. Riley Wealth Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,564	Closed	-$251K	–	1541
2024 Q1	$251K	Hold	20,564	–	–	0.01%	1140
2023 Q4	$263K	Hold	20,564	–	–	0.01%	1113
2023 Q3	$251K	Hold	20,564	–	–	0.01%	1140
2023 Q2	$269K	Hold	20,564	–	–	0.01%	1182
2023 Q1	$278K	Sell	20,564 -6,062	-23%	-$84.7K	0.01%	1111
2022 Q4	$382K	Sell	26,626 -82	-0.3%	-$1.09K	0.01%	912
2022 Q3	$350K	Buy	+26,708	New	+$364K	0.01%	927

Other funds holding NXC

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AAM

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q2 2024, closing a stake of 20,564 shares — an estimated $251K sold.

B. Riley Wealth Advisors first reported a position in NXC in Q3 2022 and held it in 7 quarters. The position peaked at $382K in Q4 2022. 23 funds tracked by Wall St. Rank hold NXC as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 20,564 Nuveen CA Select Tax-Free Income Portfolio shares in Q2 2024, an estimated $251K.
B. Riley Wealth Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q3 2022 and held it in 7 quarters.
B. Riley Wealth Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $382K in Q4 2022.
23 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2024.

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