Baron Financial Group’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-701	Closed	-$10.8K	–	225
2021 Q3	$10.8K	Hold	701	–	–	0.01%	164
2021 Q2	$10.9K	Hold	701	–	–	0.01%	169
2021 Q1	$10.2K	Hold	701	–	–	0.01%	170
2020 Q4	$10.1K	Hold	701	–	–	0.01%	172
2020 Q3	$9.48K	Buy	+701	New	+$9.6K	0.01%	178

Other funds holding NXJ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RCM

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

Baron Financial Group's NXJ Position: Q4 2021 in Review

Baron Financial Group sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q4 2021, closing a stake of 701 shares — an estimated $10.8K sold.

Baron Financial Group first reported a position in NXJ in Q3 2020 and held it in 5 quarters. The position peaked at $10.9K in Q2 2021. 58 funds tracked by Wall St. Rank hold NXJ as of Q4 2021.

Baron Financial Group reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Baron Financial Group sold 701 Nuveen New Jersey Quality Municipal Income Fund shares in Q4 2021, an estimated $10.8K.
Baron Financial Group first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q3 2020 and held it in 5 quarters.
Baron Financial Group's Nuveen New Jersey Quality Municipal Income Fund position peaked at $10.9K in Q2 2021.
58 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q4 2021.

Based on Baron Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.