Balboa Wealth Partners’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Balboa Wealth Partners’s Portfolio NAZ Stock Details NAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,221	Closed	-$112K	–	330
2024 Q1	$112K	Buy	10,221 +21	+0.2%	+$228	0.03%	234
2023 Q4	$109K	Sell	10,200 -1,325	-11%	-$13.3K	0.04%	224
2023 Q3	$111K	Hold	11,525	–	–	0.04%	218
2023 Q2	$124K	Sell	11,525 -1,020	-8%	-$11K	0.04%	235
2023 Q1	$142K	Hold	12,545	–	–	0.05%	234
2022 Q4	$140K	Hold	12,545	–	–	0.06%	216
2022 Q3	$157K	Buy	+12,545	New	+$168K	0.07%	193

Other funds holding NAZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Balboa Wealth Partners's NAZ Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q2 2024, closing a stake of 10,221 shares — an estimated $112K sold.

Balboa Wealth Partners first reported a position in NAZ in Q3 2022 and held it in 7 quarters. The position peaked at $157K in Q3 2022. 33 funds tracked by Wall St. Rank hold NAZ as of Q2 2024.

Balboa Wealth Partners reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
Balboa Wealth Partners sold 10,221 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2024, an estimated $112K.
Balboa Wealth Partners first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q3 2022 and held it in 7 quarters.
Balboa Wealth Partners's Nuveen Arizona Quality Municipal Income Fund position peaked at $157K in Q3 2022.
33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.