Baron Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Baron Financial Group’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,892	Closed	-$45.7K	–	142
2022 Q2	$45.7K	Sell	3,892 -300	-7%	-$3.65K	0.03%	88
2022 Q1	$55.1K	Sell	4,192 -300	-7%	-$4.18K	0.03%	86
2021 Q4	$70.1K	Sell	4,492 -4,600	-51%	-$70K	0.04%	80
2021 Q3	$138K	Hold	9,092	–	–	0.08%	56
2021 Q2	$143K	Sell	9,092 -270	-3%	-$4.11K	0.09%	56
2021 Q1	$139K	Hold	9,362	–	–	0.1%	56
2020 Q4	$141K	Hold	9,362	–	–	0.11%	54
2020 Q3	$134K	Buy	+9,362	New	+$134K	0.13%	51

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Baron Financial Group's NEA Position: Q3 2022 in Review

Baron Financial Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 3,892 shares — an estimated $45.7K sold.

Baron Financial Group first reported a position in NEA in Q3 2020 and held it in 8 quarters. The position peaked at $143K in Q2 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

Baron Financial Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 3,892 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $45.7K.
Baron Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $143K in Q2 2021.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.