BDO Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$320K	Buy	29,301 +612	+2%	+$6.69K	0.04%	213
2023 Q1	$319K	Sell	28,689 -9,552	-25%	-$107K	0.04%	204
2022 Q4	$435K	Sell	38,241 -21,740	-36%	-$237K	0.05%	184
2022 Q3	$636K	Sell	59,981 -17,617	-23%	-$212K	0.08%	153
2022 Q2	$912K	Sell	77,598 -3,808	-5%	-$46.4K	0.11%	129
2022 Q1	$1.07M	Sell	81,406 -240	-0.3%	-$3.35K	0.11%	126
2021 Q4	$1.27M	Sell	81,646 -5,000	-6%	-$76.1K	0.13%	117
2021 Q3	$1.32M	Buy	+86,646	New	+$1.37M	0.14%	112
2021 Q2	–	Sell	-114,288	Closed	-$1.74M	–	94
2021 Q1	$1.69M	Buy	114,288 +109,288	+2,186%	+$1.62M	0.2%	90
2020 Q4	$76K	Hold	5,000	–	–	0.01%	315
2020 Q3	$72K	Hold	5,000	–	–	0.01%	299
2020 Q2	$70K	Buy	+5,000	New	+$67.6K	0.01%	299
2019 Q1	–	Hold	0	–	–	–	408
2018 Q4	–	Hold	0	–	–	–	393
2018 Q3	–	Hold	0	–	–	–	433
2018 Q2	–	Hold	0	–	–	–	432
2017 Q3	–	Hold	0	–	–	–	424
2017 Q2	–	Hold	0	–	–	–	509

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

BDO Wealth Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2.1% in Q2 2023, buying an estimated $6.69K and bringing the position to 29,301 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #213.

BDO Wealth Advisors first reported a position in NEA in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.69M in Q1 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

BDO Wealth Advisors held 29,301 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $320K as of Q2 2023.
BDO Wealth Advisors bought 612 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $6.69K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #213 holding.
BDO Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.69M in Q1 2021.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

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