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BDO Wealth Advisors’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

BDO Wealth Advisors’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-834
Closed -$9.63K – 1046
2023
Q1 		$9.63K Buy
+834
New +$10.1K ﹤0.01% 709

Other funds holding NMAI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q2 2023, closing a stake of 834 shares — an estimated $9.63K sold.

BDO Wealth Advisors first reported a position in NMAI in Q1 2023 and held it in 1 quarter. The position peaked at $9.63K in Q1 2023. 71 funds tracked by Wall St. Rank hold NMAI as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Nuveen Multi-Asset Income Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 834 Nuveen Multi-Asset Income Fund shares in Q2 2023, an estimated $9.63K.
  • BDO Wealth Advisors first reported a position in Nuveen Multi-Asset Income Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Nuveen Multi-Asset Income Fund position peaked at $9.63K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2023.

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