BDO Wealth Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

BDO Wealth Advisors’s Portfolio JRI Stock Details JRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$507K	Sell	44,352 -745	-2%	-$8.51K	0.06%	173
2023 Q1	$529K	Sell	45,097 -18,744	-29%	-$227K	0.06%	166
2022 Q4	$747K	Sell	63,841 -4,423	-6%	-$51.4K	0.09%	145
2022 Q3	$761K	Buy	68,264 +119	+0.2%	+$1.57K	0.1%	141
2022 Q2	$891K	Buy	68,145 +108	+0.2%	+$1.52K	0.11%	132
2022 Q1	$1.04M	Buy	68,037 +100	+0.1%	+$1.51K	0.11%	129
2021 Q4	$1.09M	Sell	67,937 -4,223	-6%	-$65.6K	0.12%	131
2021 Q3	$1.1M	Buy	+72,160	New	+$1.15M	0.12%	124
2021 Q2	–	Sell	-78,680	Closed	-$1.23M	–	123
2021 Q1	$1.16M	Buy	+78,680	New	+$1.11M	0.14%	119

Other funds holding JRI

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BDO Wealth Advisors's JRI Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 1.7% in Q2 2023, selling an estimated $8.51K and leaving 44,352 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #173.

BDO Wealth Advisors first reported a position in JRI in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.16M in Q1 2021. 75 funds tracked by Wall St. Rank hold JRI as of Q2 2023.

BDO Wealth Advisors held 44,352 shares of Nuveen Real Asset Income & Growth Fund worth $507K as of Q2 2023.
BDO Wealth Advisors sold 745 Nuveen Real Asset Income & Growth Fund shares in Q2 2023, an estimated $8.51K.
Nuveen Real Asset Income & Growth Fund made up 0.06% of BDO Wealth Advisors's portfolio in Q2 2023, its #173 holding.
BDO Wealth Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2021 and has held it in 9 quarters since.
BDO Wealth Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $1.16M in Q1 2021.
75 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.