Belpointe Asset Management’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,100	Closed	-$71.4K	–	2410
2023 Q1	$71.4K	Hold	6,100	–	–	﹤0.01%	1496
2022 Q4	$68.9K	Buy	+6,100	New	+$68.2K	﹤0.01%	1446
2022 Q1	–	Sell	-7,100	Closed	-$109K	–	1282
2021 Q4	$109K	Hold	7,100	–	–	0.01%	1152
2021 Q3	$110K	Hold	7,100	–	–	0.01%	1114
2021 Q2	$111K	Buy	+7,100	New	+$107K	0.01%	1086

Other funds holding NXJ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

RCM

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

HWAM

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

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

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

Belpointe Asset Management's NXJ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q2 2023, closing a stake of 6,100 shares — an estimated $71.4K sold.

Belpointe Asset Management first reported a position in NXJ in Q2 2021 and held it in 5 quarters. The position peaked at $111K in Q2 2021. 65 funds tracked by Wall St. Rank hold NXJ as of Q2 2023.

Belpointe Asset Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 6,100 Nuveen New Jersey Quality Municipal Income Fund shares in Q2 2023, an estimated $71.4K.
Belpointe Asset Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q2 2021 and held it in 5 quarters.
Belpointe Asset Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $111K in Q2 2021.
65 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.