Balyasny Asset Management
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Balyasny Asset Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Balyasny Asset Management’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
2025
Q3 		– Sell
-83,221
Closed -$980K – 3293
2025
Q2 		$980K Buy
+83,221
New +$992K ﹤0.01% 2042

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HWAM
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Northwestern Mutual Wealth Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Balyasny Asset Management's NKX Position: Q3 2025 in Review

Balyasny Asset Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2025, closing a stake of 83,221 shares — an estimated $980K sold.

Balyasny Asset Management first reported a position in NKX in Q2 2025 and held it in 1 quarter. The position peaked at $980K in Q2 2025. 65 funds tracked by Wall St. Rank hold NKX as of Q3 2025.

  • Balyasny Asset Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 83,221 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $980K.
  • Balyasny Asset Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2025 and held it in 1 quarter.
  • Balyasny Asset Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $980K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.