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Beacon Pointe Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Beacon Pointe Advisors’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,730
Closed -$141K – 1043
2022
Q2 		$141K Buy
+10,730
New +$145K ﹤0.01% 991

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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Advisors's NVG Position: Q3 2022 in Review

Beacon Pointe Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2022, closing a stake of 10,730 shares — an estimated $141K sold.

Beacon Pointe Advisors first reported a position in NVG in Q2 2022 and held it in 1 quarter. The position peaked at $141K in Q2 2022. 239 funds tracked by Wall St. Rank hold NVG as of Q3 2022.

  • Beacon Pointe Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,730 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2022, an estimated $141K.
  • Beacon Pointe Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $141K in Q2 2022.
  • 239 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2022.

Based on Beacon Pointe Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.