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

BDO Wealth Advisors’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
2023 Q2	$63.9K	Hold	5,535	–	–	0.01%	392
2023 Q1	$64.4K	Hold	5,535	–	–	0.01%	379
2022 Q4	$68.1K	Hold	5,535	–	–	0.01%	373
2022 Q3	$65K	Hold	5,535	–	–	0.01%	373
2022 Q2	$71K	Hold	5,535	–	–	0.01%	368
2022 Q1	$75K	Hold	5,535	–	–	0.01%	369
2021 Q4	$88K	Sell	5,535 -5,500	-50%	-$88.9K	0.01%	364
2021 Q3	$181K	Hold	11,035	–	–	0.02%	295
2021 Q2	$180K	Hold	11,035	–	–	0.02%	301
2021 Q1	$170K	Hold	11,035	–	–	0.02%	306
2020 Q4	$174K	Hold	11,035	–	–	0.02%	244
2020 Q3	$169K	Sell	11,035 -2,000	-15%	-$30.7K	0.03%	235
2020 Q2	$195K	Buy	+13,035	New	+$188K	0.03%	220

Other funds holding NKX

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

HWAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

BDO Wealth Advisors held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2023 at 5,535 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #392.

BDO Wealth Advisors first reported a position in NKX in Q2 2020 and has held it in 13 quarters since. The position peaked at $195K in Q2 2020. 64 funds tracked by Wall St. Rank hold NKX as of Q2 2023.

BDO Wealth Advisors held 5,535 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $63.9K as of Q2 2023.
BDO Wealth Advisors left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2023.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #392 holding.
BDO Wealth Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $195K in Q2 2020.
64 funds tracked by Wall St. Rank held Nuveen California 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.