Badgley Phelps Wealth Managers’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,613	Closed	-$150K	–	207
2022 Q2	$150K	Hold	11,613	–	–	0.01%	197
2022 Q1	$157K	Hold	11,613	–	–	0.01%	211
2021 Q4	$184K	Hold	11,613	–	–	0.01%	216
2021 Q3	$190K	Buy	+11,613	New	+$191K	0.01%	203

Other funds holding NKX

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

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

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

HWAM

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

AAM

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

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Badgley Phelps Wealth Managers's NKX Position: Q3 2022 in Review

Badgley Phelps Wealth Managers sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2022, closing a stake of 11,613 shares — an estimated $150K sold.

Badgley Phelps Wealth Managers first reported a position in NKX in Q3 2021 and held it in 4 quarters. The position peaked at $190K in Q3 2021. 56 funds tracked by Wall St. Rank hold NKX as of Q3 2022.

Badgley Phelps Wealth Managers reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 11,613 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $150K.
Badgley Phelps Wealth Managers first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2021 and held it in 4 quarters.
Badgley Phelps Wealth Managers's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $190K in Q3 2021.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2022, filed 9 Nov 2022.