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Blue Trust Inc’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Blue Trust Inc’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,391
Closed -$75K – 2520
2022
Q4 		$75K Hold
6,391
– – ﹤0.01% 761
2022
Q3 		$82K Hold
6,391
– – ﹤0.01% 601
2022
Q2 		$87K Buy
+6,391
New +$83.5K ﹤0.01% 542

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Blue Trust Inc's NKX Position: Q1 2023 in Review

Blue Trust Inc sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2023, closing a stake of 6,391 shares — an estimated $75K sold.

Blue Trust Inc first reported a position in NKX in Q2 2022 and held it in 3 quarters. The position peaked at $87K in Q2 2022. 69 funds tracked by Wall St. Rank hold NKX as of Q1 2023.

  • Blue Trust Inc reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Blue Trust Inc sold 6,391 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $75K.
  • Blue Trust Inc first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2022 and held it in 3 quarters.
  • Blue Trust Inc's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $87K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.