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BlueSky Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

BlueSky Wealth Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,000
Closed -$230K – 74
2023
Q2 		$230K Buy
+21,000
New +$230K 0.05% 71

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BI
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SIA
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SCM
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LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlueSky Wealth Advisors's NEA Position: Q3 2023 in Review

BlueSky Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2023, closing a stake of 21,000 shares — an estimated $230K sold.

BlueSky Wealth Advisors first reported a position in NEA in Q2 2023 and held it in 1 quarter. The position peaked at $230K in Q2 2023. 283 funds tracked by Wall St. Rank hold NEA as of Q3 2023.

  • BlueSky Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 21,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $230K.
  • BlueSky Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 1 quarter.
  • BlueSky Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $230K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.