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Beacon Pointe Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Beacon Pointe Advisors’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,031
Closed -$129K – 1389
2023
Q4 		$129K Buy
+13,031
New +$122K ﹤0.01% 1263

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Beacon Pointe Advisors's NMZ Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 13,031 shares — an estimated $129K sold.

Beacon Pointe Advisors first reported a position in NMZ in Q4 2023 and held it in 1 quarter. The position peaked at $129K in Q4 2023. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

  • Beacon Pointe Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 13,031 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $129K.
  • Beacon Pointe Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $129K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.