Belpointe Asset Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Belpointe Asset Management’s Portfolio NUW Stock Details NUW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,800	Closed	-$100K	–	1218
2022 Q1	$100K	Hold	6,800	–	–	0.01%	1219
2021 Q4	$113K	Hold	6,800	–	–	0.01%	1143
2021 Q3	$116K	Hold	6,800	–	–	0.01%	1094
2021 Q2	$118K	Hold	6,800	–	–	0.01%	1062
2021 Q1	$112K	Hold	6,800	–	–	0.01%	962
2020 Q4	$112K	Hold	6,800	–	–	0.01%	917
2020 Q3	$109K	Hold	6,800	–	–	0.01%	750
2020 Q2	$106K	Hold	6,800	–	–	0.01%	706
2020 Q1	$106K	Hold	6,800	–	–	0.02%	598
2019 Q4	$110K	Buy	+6,800	New	+$113K	0.01%	752
2018 Q4	–	Sell	-6,800	Closed	-$100K	–	595
2018 Q3	$100K	Buy	+6,800	New	+$104K	0.02%	644

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

AIM

AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Belpointe Asset Management's NUW Position: Q2 2022 in Review

Belpointe Asset Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2022, closing a stake of 6,800 shares — an estimated $100K sold.

Belpointe Asset Management first reported a position in NUW in Q3 2018 and held it in 11 quarters. The position peaked at $118K in Q2 2021. 43 funds tracked by Wall St. Rank hold NUW as of Q2 2022.

Belpointe Asset Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2022 after selling out during the quarter.
Belpointe Asset Management sold 6,800 Nuveen AMT-Free Municipal Value Fund shares in Q2 2022, an estimated $100K.
Belpointe Asset Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2018 and held it in 11 quarters.
Belpointe Asset Management's Nuveen AMT-Free Municipal Value Fund position peaked at $118K in Q2 2021.
43 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2022.

Based on Belpointe Asset Management's 13F filing for Q2 2022, filed 2 Aug 2022.