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Bogart Wealth LLC’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Bogart Wealth LLC’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-200
Closed -$2.11K – 1159
2024
Q1 		$2.11K Hold
200
– – ﹤0.01% 900
2023
Q4 		$1.98K Hold
200
– – ﹤0.01% 898
2023
Q3 		$1.86K Hold
200
– – ﹤0.01% 889
2023
Q2 		$2.11K Hold
200
– – ﹤0.01% 873
2023
Q1 		$2.16K Hold
200
– – ﹤0.01% 898
2022
Q4 		$2.07K Buy
+200
New +$2.09K ﹤0.01% 789
2021
Q2 		– Sell
-699
Closed -$10K – 715
2021
Q1 		$10K Hold
699
– – ﹤0.01% 422
2020
Q4 		$10K Hold
699
– – ﹤0.01% 321
2020
Q3 		$9K Hold
699
– – ﹤0.01% 315
2020
Q2 		$9K Hold
699
– – ﹤0.01% 299
2020
Q1 		$9K Hold
699
– – ﹤0.01% 276
2019
Q4 		$10K Hold
699
– – ﹤0.01% 285
2019
Q3 		$10K Hold
699
– – ﹤0.01% 262
2019
Q2 		$9K Buy
+699
New +$9.62K 0.01% 252

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Bogart Wealth LLC's NMZ Position: Q2 2024 in Review

Bogart Wealth LLC sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2024, closing a stake of 200 shares — an estimated $2.11K sold.

Bogart Wealth LLC first reported a position in NMZ in Q2 2019 and held it in 14 quarters. The position peaked at $10K in Q1 2021. 119 funds tracked by Wall St. Rank hold NMZ as of Q2 2024.

  • Bogart Wealth LLC reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 200 Nuveen Municipal High Income Opportunity Fund shares in Q2 2024, an estimated $2.11K.
  • Bogart Wealth LLC first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2019 and held it in 14 quarters.
  • Bogart Wealth LLC's Nuveen Municipal High Income Opportunity Fund position peaked at $10K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2024.

Based on Bogart Wealth LLC's 13F filing for Q2 2024, filed 31 Jul 2024.