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Bogart Wealth LLC’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Bogart Wealth LLC’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-434
Closed -$6.05K – 1092
2022
Q2 		$6K Sell
434
-1,085
-71% -$15K ﹤0.01% 616
2022
Q1 		$22K Sell
1,519
-223
-13% -$3.34K ﹤0.01% 372
2021
Q4 		$28K Buy
+1,742
New +$28.8K ﹤0.01% 329

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bogart Wealth LLC's NXP Position: Q3 2022 in Review

Bogart Wealth LLC sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q3 2022, closing a stake of 434 shares — an estimated $6.05K sold.

Bogart Wealth LLC first reported a position in NXP in Q4 2021 and held it in 3 quarters. The position peaked at $28K in Q4 2021. 82 funds tracked by Wall St. Rank hold NXP as of Q3 2022.

  • Bogart Wealth LLC reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q3 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 434 Nuveen Select Tax-Free Income Portfolio shares in Q3 2022, an estimated $6.05K.
  • Bogart Wealth LLC first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2021 and held it in 3 quarters.
  • Bogart Wealth LLC's Nuveen Select Tax-Free Income Portfolio position peaked at $28K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.